Personalised on-line formsFact findFinancial well-being checkRisk profilerInfogramsIndividual calculators

Personalised on-line forms

The forms (calculators, fact find, health check and risk profiler) will have your logo, “look/feel” and be hosted on the Finchat website where they will be maintained and updated. See here for an example  

The forms are accessed from your website when a client or prospect clicks on the appropriate button on your website (e.g. “Health check”) which will take the user to the appropriate page hosted by Finchat.

The inclusion of this navigation button is the only modification needed to your website. 

The user then completes the form and clicks the “submit” button which sends a CSV (Comma Separated Variable) file to your designated email address. This can be opened as an Excel file or imported into another software program that accommodates this capability.

This has potentially large time/cost savings for your dealership.

Fact find

The fact find allows the client to enter their (and partner) details on the following;

  • Personal
  • Superannuation
  • Assets and liabilities
  • Income and expenditure
  • Insurances
  • Estate planning

While completing the form the user gets some feedback such as debt and expense ratios, how long their retirement funds may last as well as financial exposure on death and disability. This keeps them engaged.

Cost

The cost for non-members is $600 establishment and $60 per annum and the cost for members is $300 establishment $30 per annum . This includes;

  • Creating a risk profiler on our website.
  • Including a navigation button on your website.
  • Personalising the form with your logo and colour scheme.
  • Maintaining, updating and upgrading the form.
  • Ensuring the completed CSV file is sent to your designated email.
  • Ensuring all navigation buttons and communication on the page direct the user back to your web page.

Financial well-being check

The health check allows a user to play “what ifs” on the following topics;

  • Retirement
  • Wealth creation
  • Budgeting
  • Risk management
  • Estate planning

There is no advice or recommendation. The user must seek the advice of an adviser to proceed. The user can also submit a CSV (Comma Separated Variable) file to the adviser which will contain all the details of the session. This can be opened as an Excel file or imported into some financial planning software programs.

Cost

The cost for non-members is $600 establishment and $60 per annum and the cost for members is $300 establishment $30 per annum . This includes;

  • Creating a risk profiler on our website.
  • Including a navigation button on your website.
  • Personalising the form with your logo and colour scheme.
  • Maintaining, updating and upgrading the form.
  • Ensuring the completed CSV file is sent to your designated email.
  • Ensuring all navigation buttons and communication on the page direct the user back to your web page.

Investment risk profiler

Click here to go to the risk profiler

If all you need from the client is their risk profile this form will do the trick.

The you can have your questions and scoring if you wish and the form will have your logo and reflect the colour scheme on your web site. The file is sent to your email in CSV (Comma Separated Variable) format which can be opened as an Excel file or imported into some financial planning software programs.

Cost

The cost for non-members is $200 establishment and $40 per annum and the cost for members is $100 establishment $20 per annum . This includes;

  • Creating a risk profiler on our website
  • Including a navigation button on your website.
  • Personalising the form with your logo and colour scheme.
  • Maintaining, updating and upgrading the form.
  • Ensuring the completed CSV file is sent to your designated email.
  • Ensuring all navigation buttons and communication on the page direct the user back to your web page.

Cost – individual info-gram

The cost for non-members is $80 per info-gram and $40 for members.  This includes;

  • Personalising info-gram with your logo and colour scheme.
  • Emailing info-grams to you in both PDS and PNG format.

Cost – individual calculator

The cost for non-members is $80 per calculator and $40 for members.  This includes;

  • Hosting and maintaining the calculator.
  • Including the colours from your site..