Post Retirement Services Audit

This comprehensive audit helps you identify areas of improvement to maximise opportunities and also strategically plan for an integrated post retirement and family wealth offer to your clients. 

 

It is an easy, 3 step process:

  1. Answer a number of questions.
  2. Be prepared to provide additional data if required.
  3. Carefully review our report which provides a rating against the average Australian Practice.
  4. Follow the step by step action plan to commence your journey into this relatively untapped market.

 

Estplan will support you through the process, follow up with you and prepare detailed recommendations to help you intiate change in your practice.

 

Call 1300 378 752 or This email address is being protected from spambots. You need JavaScript enabled to view it. to express your interest or request an information pack.