A completely white label set of client engagement tools that can be adapted to any business, even the web link is branded.
It is the nature of the times to head to the internet for answers, rather than calling someone.
An example would be: A couple want an increase on their home loan. The first thing they will do is go online and find a calculator telling them how much extra it will cost, most banks then have an easy way to ask for help, directing them to a branch or to increase their loan direct. Most clients don’t understand that if you do this simple increase through the bank, then the broker loses ongoing trail.
The same works for someone who just wants to see how much impact salary sacrifice can have on their final super balance or how much much an investment can grow based on varying interest rates, contributions etc.
Using third party websites to provide these calculations, we are giving the clients easy access to many other ways to get the information rather than seeing their financial planner. If they really want an alternative way to get the information, they will find it but why make it easy…
The Financial Planning Hub has been created as an alternative. The obvious benefits are:
• Providing easy to access and simple financial calculators that are branded and only link back to your website.
• Creating a solid reason for clients to regularly to your website.
• Many clients receiving financial advice complete a budget as part of the process. They can use your electronic version, and run their budget on your website
• Each calculator is designed to give enough information to satisfy but not replace financial advice.
• Each calculator has an explanation on how financial planning can help with the results.
• A simple to use forms library, across multiple products.
o This section focuses on things such as superannuation choice forms, beneficiary forms and change of details. avoiding forms like withdrawals.
Company Details
- Founded
- -
- Industry
- Financial Services
- NAICS
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Finance and InsuranceMonetary Authorities-Central Bank
Financial Planning Hub - Calculators And Forms Questions
Financial Planning Hub - Calculators And Forms's website is http://genericfinancialservices.fphub.com.au/
Financial Planning Hub - Calculators And Forms's LinkedIn profile is https://www.linkedin.com/company/financial-planning-hub---calculators-and-forms
Financial Planning Hub - Calculators And Forms's industry is
Financial Services
Financial Planning Hub - Calculators And Forms's top competitors are
Beech Tree Lending,
Lendsmart Consulting, Llc,
Oasis Loan Services,
Bullplace,
Income Solutions Finance Hub,
Benefits2u,
Money Tree Lending,
Aussie Lendsmart And Finance Pty Ltd,
Loan Expert Hub,
Dwv Stockford Contaminate Pipeline Shell & Software Technology.
Financial Planning Hub - Calculators And Forms's categories are Financial Services
Financial Planning Hub - Calculators And Forms's founding year is 2016
