Our Financial Tools

Provide clients with the tools to determine their cash flow position

 

These Tools assist with the implementation of the following marketing strategies:

• Improve your client's financial literacy as they have a greater propensity to invest if they are more aware of their financial and cash flow positions. 
• Help inter-generational marketing by helping to connect with the Heirs of your clients.
• Provide a service to those in the lesser serviced part of your client database to help ensure they choose you when the time comes plus gain access to their networks.  
• To offer the young, those in their 20's and early 30's, a means to learn more about finances and become familiar with your Practice at the same time.
• Research shows that on large Superannuation sites 35% of client traffic is to the old style of Calculators, and growing.  Our Financial Tools will improve this percentage markedly.

1a.  Cash Flow.  Part of the Goanna Bundle. 

1b.  Cash Flow.  Bolt on to almost any website.  @ $550 pa

2.  FACTS  Connect  @  $1,495 pa

• Cash Flow
• Leads management
• Fact Find

3.  FACTS Connect plus eBroadcast   @ $1,495 pa + $390.50 pa

• Option 2 plus the ability to e-mail from within the Financial Tools section of your website.