Client inputs
Before launching a comprehesive financial model it is necessary to complete any relevant client data.
| Data | Description |
|---|---|
| Fact Find | Use to collate all personal information, as well as assets, liabilities, products etc. |
| Objectives | Capture lifestyle and financial goals to be considered within the financial model. If objectives are not set, a financial model can still be performed, however the model will fail to be customised to any unique circumstances of the invididual client/s. |
| Risk profile | Determine a client’s appetite for risk. The risk profile step is only required if you intend to provide investment recommendations. |
The following video provides a walkthrough of how to complete data for each of these steps.
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