• Convert Clients FAST!• Save Thousands of Dollars in lost efficiencies

and para-planning costs.• Save Countless hours of time• Provide modern, holistic advice (finance, property,

super, managed investments and insurance)

• Produce The Accumulator Report, a Strategy Paper and a Statement of Advice in just TWO MINUTES!

THE FOLLOWING PRESENTATION DEMONSTRATES HOW SIMPLE IT IS TO USE THE

SOFTWARE FROM START TO FINISH AND THE DRAMATIC DIFFERENCE IT CAN MAKE TO THE

EFFICIENCIES OF YOUR PRACTICE

BEFORE USING THE SOFTWARE SET UP YOUR ADVISER DETAILS, ADVICE FEE TEMPLATES AND

PREFERRED INVESTMENT PRODUCTS.

TO DO THIS YOU SIMPLY OPEN THE SOFTWARE AND SELCT ‘NEW’ FROM THE ‘OPEN DATA FILE’ WINDOW AND CALL THE FILE ‘ADVISER TEMPLATE’. THEN

USE THE ‘CLONE’ BUTTON TO WORK WITH EACH NEW CLIENT.

CLICK HERE TO SET UP

YOUR ADVISER

AND PRODUCTDETAILS

THERE ARE THREE KEY MODELING SCREENS1. YOUR CURRENT POSITION

2. STRATEGY SELECTION3. YOUR FUTURE POSITION

IMMEDIATELY IDENTIFY YOUR CLIENT’S “GAPS”

THE ‘ANNUAL ASSET SHORTFALL’ IDENTIFIES

HOW MUCH ASSET GROWTH THE CLIENT

NEEDS TO MEET THEIR TARGET WITHIN THE TARGET TIMEFRAME

THEN SELECT A VARIETY OF STRATEGIES TO SHOW YOUR CLIENT HOW YOU CAN IMPROVE

THEIR CURRENT POSITION

SELECT THE RELEVANT STRATEGY

EXAMINE EACH

STRATEGY IN GREATER DETAIL, IF REQUIRED

SELECT ‘EXAMPLE’ INSURANCE FIGURES, OR

SELECT ACTUAL

INSURANCE COSTS THAT HAVE BEEN ENTERED IN

THE FACT FIND AREAS

INSTANTLY SHOW THE

VALUE THAT EACH

STRATEGY ADDS TO

THE CLIENT’S POSITION

PRESENT YOUR CLIENT WITH THEIR POTENTIAL FUTURE POSITION

ANALYSE THE ‘BEFORE TAX’ (REAL WORLD’) AND ‘AFTER TAX’ MONTHLY

CASH-FLOW POSITION IN RELATION TO THE SELECTED INVESTMENT BUDGET

IDENTIFY BUDGETARY SHORTFALLS AND SELECT

HOW ANY BEFORE TAX SHORTFALL WILL BE

MANAGED

USE THE DYNAMIC CASH-FLOW MAPPING TOOL TO ILLUSTRATE CASH-FLOW

AND SHORTFALL MANAGEMENT

ILLUSTRATE WHETHER THE

SELECTED BUDGET AND STRATEGIES

WILL ACHIEVE THE ASSET

ACCUMULATION TARGETS

SUMMARISE THE CLIENT’S

OVERALL YEAR 1 FINANCE POSITION

GRAPHICALLY DISPLAY THE

DIFFERENCE GOOD ADVICE PROVIDES

DYNAMIC CASH-FLOW MAPPING PROVIDES MANAGEMENT AND CO-ORDINATION OF ALL

‘REAL WORLD’ MONTHLY CASH-FLOWS

TOTAL STRATEGY MONTHLY CASHFLOWS, AND ANY SHORTFALLS, ARE EASILY MANAGED,

ORGANISED AND DISPLAYED

A BREAKDOWN OF THE CLIENT’S WORKING

ACCOUNT AND INVESTMENT ACCOUNT IMMEDIATELY ALLOWS

THE ADVISER TO ENSURE A SATISFACTORY SURPLUS

IN EACH ACCOUNT

DRILL DOWN INTO ANY OF THE FIVE KEY STRATEGIC AREAS

• FINANCE• SUPER• INVESTMENT PROPERTY• MANAGED FUNDS• INSURANCE

ILLUSTRATE HOW STRATEGIES SUCH AS

‘DEBT RECYLCING’ CAN PAY OFF THE FAMILY

HOME MUCH FASTER

CREATE A VARIETY OF STRATEGY OUTCOMES USING THIS SCREEN (EG SMSF, ADDITIONAL

CONTRIBUTIONS, SALARY SACRIFICE ETC ETC)

ADD UP TO THREE SEPARATE PROPOSED INVESTMENT PROPERTIES BEGINNING IN

ANY SELECTED YEAR

ILLUSTRATE THE ANNUAL ASSET ACCUMULATION FROM A VARIETY OF

MANAGED FUND STRATEGIES THAT HAVE BEEN SELECTED ON THE ‘STRATEGY

SELECTION’ SCREEN

SEE THE RESULTS OF ‘EXAMPLE’ INSURANCE COVER (BASED UPON THE CLIENT’S DEBT

COVER SHORTFALL

ILLUSTRATE THE EXISTING COVER ALONGSIDE THE PROPOSED COVER (DETAILS

OF WHICH ARE TAKEN FROM THE ‘FACT FIND’ INPUT AREA)

AUTOMATICALLY GENERATE EACH CLIENT’S RISK PROFILE

FROM A SERIES OF FIVE KEY QUESTIONS THE SOFTWARE WILL GENERATE THE RISK

PROFILE FOR EACH CLIENT AS WELL AS THE AVERAGE PROFILE FOR ANY COUPLE

ENTER ADVICE FEES

ALL AREAS OF THE ADVICE FEE CALCULATOR CAN BE TAILORED TO YOUR PRACTICE AND

TEMPLATED

AFTER THE ‘BROAD’ MODELING HAS BEEN

COMPLETED COLLECT ALL RELEVANT FACT FIND DATA

DATA IS AUTOMATICALLY ADDED TO THE FACT FIND AREA FROM ANY DATA PREVIOUSLY USED IN THE

MODELING PROCESS.

ADDITIONAL DATA IS INTRODCUED FROM THE ‘SUB-FACT FIND’ SCREENS THAT CAN BE SELECTED FROM WITHIN

THIS SCREEN

‘SUB-FACT FIND’ BUTTONS ALLOW COMPLETE DATA ENTRY INTO THE

SOFTWARE

ENTER UP TO 4 EXISTING FUND DETAILS

AUTOMATICALLY GENERATE ASSET ALLOCATIONS FOR YOUR PREFERRED NEW FUND

PORTFOLIO

SELECT ‘REASONS FOR CHANGES’

AUTOMATICALLY GENERATE ASSET ALLOCATIONS FOR YOUR PREFERRED NEW SMSF OR RETAIL

SUPER FUND PORTFOLIO

ENTER UP TO 4 EXISTING SUPER FUND DETAILS

SELECT ‘REASONS FOR CHANGES’

SELECT ‘CHANGES’

INPUT ALL EXISTING AND PROPOSED INSURANCE COVER DETAILS

AFTER THE FACT FIND DATA HAS BEEN COMPLETED (AND THE RELEVANT ‘REASONS FOR

CHANGES’ HAVE BEEN SELECTED) RE-MODEL EACH STRATEGY AND SELECT THE ACTIONS

TO BE TAKEN

CLICK ON THE ‘ADVISER STRATEGY’ BUTTON TO REVEAL STRATEGY ACTIONS FOR EACH STRATEGY AREA

BLUE ADVISER STRATEGY OPTIONS ARE REVEALED

FINALLY, SELECT THE ITEMS YOU WISH TO HAVE IN THE ACCUMULATOR ANALYSIS AND PRINT

OUT THE REPORT

STRATEGY PAPER AND SOA GENERATION BUTTONS

SELECT THE ‘GENERATE STRATEGY PAPER’ BUTTON AND INSTANTLY GENERATE YOUR

CLIENT’S STRATEGY PAPER

STRATEGY PAPER AND SOA GENERATION BUTTONS

INSERT YOUR LOGO HERE

SELECT THE ‘GENERATE STATEMENT OF ADVICE’ BUTTON AND INSTANTLY GENERATE YOUR

CLIENT’S STATEMENT OF ADVICE

STRATEGY PAPER AND SOA GENERATION BUTTONS

INSERT YOUR LOGO HERE

IF YOU WOULD LIKE TO…

• CONVERT CLIENTS FASTER• SAVE THOUSANDS OF DOLLARS• SAVE COUNTLESS HOURS• PROVIDE ‘BIG PICTURE’ ADVICE

GO TO www.theaccumulator.com.au

For a FREE 30 Day Trial

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