The Debt Recycling Centre is designed to support financial planners and businesses working in the debt recycling space. This is achieved by Illustrating the benefits of debt recycling to clients from initial engagement through to review.
Our system is designed to be easy to use and performs calculations within seconds, allowing financial planners to demonstrate the value of the debt recycling strategy to a potential client in minutes - something that usually takes financial planning software much longer to do.
Key Benefits:
Our system is designed to be easy to use and performs calculations within seconds, allowing financial planners to demonstrate the value of the debt recycling strategy to a potential client in minutes - something that usually takes financial planning software much longer to do.
Key Benefits:
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Clean, modern and easy to use user interface.
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Fast user interface and calculates within seconds, not minutes.
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Keep your clients happy with positive outcomes, regardless of short-term investment market performance.
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Tracking and administration of the process, making reviews quicker & easier.
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The System comes with 3 tools to support this process, shown below.
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Debt Recycling IllustratorIllustrate the benefits of establishing a debt recycling strategy to a client and how this applies to their situation within a few minutes - something that usually takes financial planning software much longer to do. It will compare what the client is currently doing with their home loan to what they could be doing if they implemented a debt recycling strategy.
This Allows the client to make an informed decision about proceeding with a debt recycling strategy through a Statement of Advice (financial plan) after completing a cost versus benefits analysis. |
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Loan TrackerReduce and consolidate your debts to save unnecessary interest costs.
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Strategy TrackerStores the actual results for the recommended debt recycling strategy at each review period.
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Want to Learn More?
Using the Debt Recycling System will give your business a strategic advantage over your competitors. It will also improve your client value proposition through strategy and service, allowing you to generate more income for your business.
The Debt Recycling System will greatly assist you in demonstrating the value of the advice you provide to your clients.
The Debt Recycling System will greatly assist you in demonstrating the value of the advice you provide to your clients.