Personalised on-line forms
These on-line forms will have your logo, “look/feel” and be hosted on the Finchat website.
The user completes the form and clicks the “submit” button which sends the form to your designated email address. A CSV file is also sent so the data can be loaded into another software program that accommodates this capability.
This has potentially large time/cost savings.
The forms are accessed from your website by clicking the appropriate button and this is the only modification needed to your website. The user can only return to your website by clicking on the “return” button.
Finchat will manage the updates, upgrades and requested changes.
Fact find, needs analysis and risk profile
This form can be modified to suit your business but the default form collects the following data for a client and partner;
- Personal details (name and contact)
- Superannuation details
- Assets and liabilities
- Income and expenses
- Estate plans
- Risk profile
- Value of super at retirement
- How long the funds will last after retirement
- How this compares to life expectancy
- Total assets
- Total debts
- Debt ratio
- Gross income
- Estimated tax
- After tax income
- Disposable income
- Ratios: living expenses, servicing debt, accommodation end entertainment
- Education costs
- Financial exposure on death, disability, trauma and illness.
- Estate planning gaps
- Investment risk profile
The client can complete the form online and submit it saving the adviser valuable time.
The health check allows a user to play “what ifs” on the following topics;
- Wealth creation
- Risk management
- Estate planning
Investment risk profiler
If all you need from the client is their risk profile this form will do the trick.
Info-grams and calculators
Any calculator or info-gram can be personalised to reflect your dealership.The calculators will be hosted on the Finchat website and the infograms will be emailed to you in PNG and PDF format.