What makes us different?

What makes us different

Our propriety-built retirement planning software is capable of modelling long-term projections of a client’s retirement income needs – up to the age of at least 95. We then use this capability to create strategic, tailored plans which take into account all a client’s income producing assets, including the family home, superannuation (account-based pension) and any other income to meet their short and long-term funding needs.

Equity release is a specialised area with new products and services coming onto the Australian market.

It can, therefore, be difficult and time consuming to compare the different features of these products and determine the suitability for your client, if equity release is not something you generally deal in.

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