Financial planning research articles. All information reflects the fund’s rules, benefits and features.
Over 40 easy-to-use calculators. Members can investigate their own scenarios. Relieve pressure on intra-fund adviser.
Quick access to information with glossary, menus and tabs.
Health check. Members can examine their financial needs. Hosted by Finchat with your logo, look and feel or part of the fund’s online presence.
Health check submitted to the intra-fund adviser in CSV and PDF format. They include a needs analysis. Allows adviser to immediately start the conversation.
