Weekly Coaching Statement

"The challenge for Financial Planners is to blend together a strategic portfolio that might represent future value, largely depends upon the skills, knowledge and application of the Financial Planner as to a broad understanding of both global and domestic economic environment and impact on markets including economic and business cycles, interest and exchange rates, inflation and government fiscal and monetary policy."

•  

• Client Risk Profiling

  risk tolerance questionnaire, investor type profile

• Micro Attribution Selection

  fund managers, shares, information arbitrage, automatic score process

• Macro Trend Forecasting

  world outlook, australian outlook, GICS, financial markets, commodity prices, exchange rates, interest rates

• Strategic Portfolio Optimisation

  efficient frontier, gap analysis, scenario testing, performance benchmarking, automatic optimisation

• Product Disclosure Statements

  fund managers reports, investment details, research review, fund strategy

• Planning Calculatorsd

  cashflow, personal tax, age pension, salary sacrifice, salary packaging, superannuation benefits,
  multi ETP and RBL, budget planner

• Consolidated Reporting

  portfolio valuation, performance analysis, transaction statement, asset exposure analysis

• Practice Management

  investments, superannuation, DIY, social services, legislation, insurance,
  estate planning