VisiSnapShot provides advisers
with a tool that can be used when working with
a client to help define the long-term savings
or expenditure goals.
Pre Retirement
VisiSnapShot can define the level of savings required
by your clients (in addition to their existing
savings, including superannuation) to provide
a nominated retirement income, with a nominated
level of capital at a future date. VisiSnapShot provides
the ability to factor in windfall gains, and one
off or multi items of expenditure, e.g. education
expenses.
Retirement Planning
If the client is at or near retirement, VisiSnapShot
calculates the level of expenditure that they
could maintain in retirement, with a nominated
amount of capital at some nominated future date.
VisiSnapShot includes in the annual projections, income
tax and also automatically calculates age pension
entitlements. VisiSnapShot also provides the ability
to include annuities in the income stream and
allows the adviser to exclude any exempt income
for purposes of the Centrelink income test.
Insurance Needs Analysis
VisiSnapShot quickly demonstrates the need for life
insurance and the level of cover required.
