[ Log In ]
Australian Tax & Financial Planning Software Solutions
?
Skip Navigation Links | Products | Plansoft Financial Planner | Features | Plan

Plan

The financial plan can be for all entities or a selected entity, or just superannuation, non superannuation or all investments depending on requirements.

Example 1 : Plan

FinancialPlan.png

Plan

Multiple strategies may be added and compared to help determine the most appropriate strategy.

Example 2 : Strategies

Strategies.png

Recommended Strategy

Select the recommended or preferred strategy which then becomes the basic of implementation (process of changing investment, assets etc).

Example 3 : Recommended Strategy

RecommendedStrategy.png