Videos

Videos

The following videos are intended as Training Videos for advisers using the software.

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.

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.

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).

Mortgage Brokers

The fourth video is intended for Mortgage Brokers who want to demonstrate debt management when building a real estate portfolio over 20 years.