AXA Wealth has launched a new online toolkit to enable advisers offer their clients a clearer view of their financial well-being.
The new adviser LifePlanning toolkit will enable advisers explore clients’ financial goals, enhance tax efficiencies and plan cash flows, all in one place, according to the company.
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The new toolkit contains ‘goal planner’ to enable advisers identify what really matters to their clients and engage them in the planning process from the outset.
It also features ‘retirement income optimiser’ to helps advisers identify tax efficient income strategies for the year ahead, show clients the potential results and export the findings into client report.
To makes it easy for advisers to demonstrate the potential effect of an income shortfall or excess by simulating the impact different investment returns could have on a client’s plans, the toolkit also contains ‘cash flow planner’.
AXA Wealth managing director of business development and proposition David Thompson said: "Most people have some idea of what they want from their money and it’s only natural that advisers want to be able to help clients visualise their finances. That might be their goals, income, outgoings or how tax might impact them. Our new LifePlanning toolkit offers them a set of tools to do just that. And all in one place."
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