How we can help you and your clients

We believe in the value of advice and offer you a tool to have strategic conversations with your clients based on “what they own, owe, are worth, earn, spend, save and insure”.  Our online prepared wealth report can help you explore with your clients whether they have enough in super? have enough insurance? have enough to live off? have too much or too little debt? are spending too much? how they feel about their finances? ... 

From 15 anonymous question inputs, we provide you automatically an online and pdf report, with room for your (or your firms) name, that i) analyses client's finances using key ratios, a Balance sheet and an Income statement and ii) makes 10 key financial comparisons with those their age and income, retirement wealth or other groups you choose.

Register as a Professional User and receive 10 credits to create 2 free trial reports. Purchase additional credits online or contact us for coupons exchangeable for credits for you, your colleagues or your clients. Reports costs generally under $50 or contact us.   

For a subset of professionals and their clients, we can also provide offline an Investment Portfolio Review or Diagnostic. Learn more.