Resources
The information found in Resources will guide the Financial Adviser through the process of using Advice Online
Demonstration Videos
The following videos are intended as Training Videos for advisers using the software. Supporting documents can be found at the bottom of this page.
“Savings Plan”
- This video is a Savings Plan for a young couple aged thirty who are seeking advice for the next 10 years on how to pay down debt and commence an investment plan.
Advice Record Savings Plan
“Retirement Plan”
- The video below is a Retirement Plan for a couple aged sixty-seven, about to commence retirement. They are seeking advice on how to manage their investments and cash flows in retirement.
Advice Record Retirement Plan
“Lifetime Plan”
- The third video is a Lifetime Plan for a couple aged sixty, who want advice on how to transition from the accumulation phase (5 years) to the draw-down phase (5 years).
Advice Record Lifetime Plan
“Building a Property Portfolio”
The fourth video is intended for Mortgage Brokers who want to demonstrate debt management when building a real estate portfolio.
Advice Record Building a Property Portfolio
Documents
Overview
Getting Started
Onboarding process
Pricing & Platform Creation
Report Builder
Smart Panels
Additional Resources
Excel Tools – Debt Management
To accommodate monthly calculations, below is a set of Debt Management Excel workbooks to calculate information you may require for your reports. These are downloadable files. They are:
Financial Advice Online NZ
This product is ready for both the Australian and New Zealand market.