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The Personal Wealth Suite

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Made up of three products The Personal Wealth Suite enables you to offer wealth management and strategic personal wealth planning to clients and create a range of tax planning and financial services work.

Personal Planning – a product which enables you to offer your clients a strategic personal plan for wealth generation over a 5 year period. This product is designed for use with individuals and is part of an ongoing wealth management Process.

Wealth Tracker for Business Owners – a ‘feel good’ product designed for individual business owners. It enables you to offer your clients a strategic personal plan for wealth generation over a 5 year period. The session leads to tax planning and financial services work.

The Success Process - a coaching and mentoring product that helps keep clients on track with all their plans, reviews actions taken and plan new actions in the short and medium term.