Retirement Goal is an remarkable contribution calculator that takes retirement planning away from the status of ‘returns’ and ‘fees’ and focuses on the end result- the ‘retirement goal’. This is a highly advanced and interactive contribution calculator actively monitors the desired retirement goal of a client in a way never thought possible to produce client-centric action plans that ensure the retirement goal is achieved.
To enable this to happen, the system must continually monitor and re-calculate a clients position based on a number of factors including;
- Years to retirement
- Daily Fund performance
- Fund Asset Allocation
- Concessional contribution levels
- Non concessional contribution levels
- Lump Sum contributions
- SGL levels
- Active Account Balance
- Forecast account value
- Income and Expenses
- Cost of Living
- Retirement Goal
- Individual Client Risk profile
By monitoring the above, the system can instantly produce a series of measures and options that if applied to the client’s contribution strategy will ensure they reach their goal.
The Report and action capabilities of the system exceed anything currently available in the market place and generate both opportunities for both the Adviser and the Client during the life of the relationship.
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