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We have tools to engage clients and improve productivity.

Easily install a plug-in on your WordPress website or we can do it for you

Automatically updated. We take care of all updates and maintenance

Clients and prospects who visit your site are engaged and motivated

We can customise the plugin with your content and branding

Choose a WordPress plug-in

Click on any of below to learn more

Retirement calculator

Calculate how long retirement funds will last after retirement in the Australian tax regime.

Investment risk profile

Calculate your investment risk profile. How much risk can you take?

Financial exposure

Calculate financial exposure on death before retirement.

Evaluate a job offer

How does a job offer compare to your current job in the Australian tax regime.

Education costs

Calculate financial exposure on death before retirement.

Mortgage offset account

How an offset account can help your mortgage repayments.

Key Features

  • Add a tool to your website in minutes. Full details on how to install the plugin are included.
  • We can install it for you if necessary.
  • We will update and maintain plugins.
  • You can add your dealership branding. We can do this for you.
  • Choose the tool(s) you want. Simple subscription. Start and stop as you like.
  • The tool is part of your site and enhances your branding and service. It is also part of the conversion process of prospects to customers.
  • If you don’t have a WordPress site we can host the tool for you or build it into your site. Ask for a quote.

Installing and using a plug-in

Read and download the PDF

How to install and useDownload

Watch the video

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