LIFESPAN FINANCIAL PLANNING VALUEPAC PROGRAM
Receive special offers and discounts on a range of relevant services
by joining our ValuePac program.
APPLY NOW
Lifespan Financial Planning is pleased to launch the ValuePac package of services specifically designed for accountants, finance brokers and lawyers.
By becoming a ValuePac user, you are entitled to take advantage of discounts and special offers relating to a range of specific services relevant to your professional practice. The services may provide you with additional income or save time and reduce costs.
Membership is free and there are no obligations to subscribe to any specific service. As a ValuePac user you can choose to take advantage of any of the offers that you feel may benefit your business.
Currently, services and providers include (click on link to read more):
Simply let us know that you would like to be a member by emailing us at info@lifespanfp.com.au or completing our online Application Form.
If you would like to discuss this package in detail then contact the Lifespan Business Support Team on 02 9252 2000.
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LIFESPAN VALUEPAC PROGRAM
The following services are provided on the basis that they are of value to professional firms by streamlining systems and providing additional client services.
This brochure is current as at 1st September 2008. The offers below may be subject to change. We will advise all users of changes as they arise.
At Lifespan, we believe that these services will add value to professionals by both streamlining systems and providing additional client services. To take advantage of any special offer, simply advise the supplier that you are a member of Lifespan’s ValuPac Program.
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1. Cleardocs - www.cleardocs.com
Lifespan Financial Planning is pleased to announce our partnership with Cleardocs, an online service for creating Trust deeds, new companies, Self Managed Super Funds and more.
Cleardocs is a clear, simple, effective online system for creating and managing legal and related documents. After just a simple question-and-answer process, the documents are emailed directly to your desktop - instantly. Cleardocs is used by more than 3,000 professional accountants, lawyers, financial planners and others.
All Cleardocs master documents are signed off by the Top-20 law firm Maddocks, who also provide a free legal helpline in relation to the documents. This means you can access a broad range of legal expertise as well.
SPECIAL OFFER: As a Lifespan ValuePac user you have access to a discount of 10% on all Cleardocs products.
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2. BGL Software - www.bglcorp.com.au
Due to our ability to purchase software in bulk, Lifespan Financial Planning is able to offer ValuePac users the opportunity to subscribe to BGL software licence at a reduced cost.
BGL provides an efficient system for managing and administering SMSFs. It also has the ability to import data from other sources - such as transactions for the fund's cash account. Many SMSFs use an appropriate CMT as the hub of their fund. Administration costs can be significantly reduced by integrating an appropriate CMT and BGL. By setting up this data feed your business can reduce the amount of time your staff are spending on data-entry, and eliminate keying errors.
This will reduce the cost of delivery for your SMSF business - resulting in a healthier bottom line without your firm having to raise administration fees.
SPECIAL OFFER: As a ValuePac user you have access to a discount of 20% on the BGL license fee for the first year.
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3. Quay Finance - www.quayfinance.com.au
Quay Finance is an in-house finance brokering service that Lifespan provides for its Authorised Representatives. This service is extended to ValuePac users and provides a great opportunity to offer a significant service to your clients as well as creating an additional income stream simply by referring your clients that require finance.
The team at Quay Finance has over 30 years experience in commercial and residential lending and they are accredited with over 30 of the major banks and lending institutions.
Quay Finance will provide your clients with several options from a panel of lenders. Your client then chooses the option that best suits them. You’re happy because Quay Finance does all the work for you and your clients are happy because their needs are met.
All successful referrals to Quay Finance generate an Introduction Fee to the ValuePac user. For more details on Introduction Fee please talk to Quay Finance on 1300 799 863 or to a member of Lifespan’s Business Support Team.
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4. Macquarie On-line Leasing Service
Through Lifespan you have the ability to provide your business clients with a leasing service via Macquarie Leasing or one of our satellite providers.
Due to our size, Lifespan has bulking capacity and can negotiate a better than market rate on leasing products such as Commercial Hire Purchase, Chattel Mortgage, Novated Leases, etc. You then have the option of passing the full savings onto your clients or setting up a level of commission for yourself. This commission is paid fully and directly to you and not via Lifespan.
The on-line web-based application system, MacLease, is designed for speed and ease of use. It provides the ability to quote and handles and tracks the application through to settlement
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5. Desk Caddie
Desk Caddie is a knowledge resource for financial planners and accountants. Desk Caddie content is developed and maintained by DWS Investments' technical team, which includes some of the leading experts in tax, estate planning, superannuation and investment. Desk Caddie contains a wealth of information organised with financial planning tasks in mind, which means you can find what you're looking for quickly, easily and intuitively.
SPECIAL OFFER: This service is free of charge to Lifespan’s ValuePac users.
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6. Access to Share Floats
As a ValuePac user Lifespan gives you direct access to share floats as they become available. This is a unique opportunity which is a direct benefit to business partners.
SPECIAL OFFER: This service is free of charge. Simply contact us for further information.
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7. Second Opinion Service - www.lifespanfp.com.au
If you have clients that are already serviced by a financial adviser and have received a Statement of Advice (SOA) from them, however, the clients are not 100% sure or satisfied that the strategy is the best for them, we can review the SOA and provide feedback to you or your client.
We will review the document to ensure that the stated strategy is technically correct and is appropriate to your client’s needs. We will also make professional comments where appropriate.
This service is a fee based service and is charged out at an hourly rate.
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8. Financial Planning Referral Service - www.lifespanfp.com.au
If you wish to provide financial planning to your clients that you feel would benefit from it then you may wish to refer them to Lifespan Head Office.
SPECIAL OFFER: Lifespan will pay an Introduction Fee for any successful client that you refer to us for financial advice or a financial plan.
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9. Ongoing Training and Peer Group Interaction
ValuePac users are invited to attend our 5 Professional Development Days for ongoing technical training. Lifespan invites external experts to present on areas such as trust structures, estate planning, Centrelink, SMSFs, etc.
By attending our PD Days, you will receive CPD points. You also have the opportunity to interact with other business people and exchange ideas. This networking opportunity can be very beneficial as many financial advisers, accountants and finance brokers attend.
SPECIAL OFFER: As a Lifespan ValuePac user, you will be invited to our professional development days.
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10. Quarterly Newsletter
Lifespan produces a quarterly newsletter for our advisers’ clients and as a ValuePac user you are entitled to an electronic PDF version as well as a limited number of hard copies.
This newsletter provides your clients with information on markets and investments, and would compliment your existing communication with them.
SPECIAL OFFER: As a Lifespan ValuePac user, you will receive a copy of our quarterly newsletter.
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11. Business Aptitude – Practice Management Specialists - www.practiceaptitude.com.au
Business Aptitude are practice management consultants to the accounting profession. They provide practical, hands-on support to accounting firms in the areas of strategy, systems development, client management, team development and marketing.
A key focus for Business Aptitude is assisting firms to develop financial planning and consulting services to their clients. This includes the development and implementation of a formal marketing and communications program (training, documentation, procedures, scripts, database development) for relevant staff, clients and networking relationships.
As well as assisting firms directly, Business Aptitude also supports a Help Line (email and telephone) advising accounting firms on a range of practice management issues.
SPECIAL OFFER: As a Lifespan ValuePac user, you have access to
- Complimentary consultation [1 hour total]
- Complimentary subscription to Practice Management Help Line [1 hour total every quarter].
- Discount of 10% on all Business Aptitude external practice management workshops and seminars.
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12. Back Office Shared Services (BOSS)
BOSS provides quality experienced accountants to you for producing all types of financial statements and income tax returns. BOSS has experience with most software packages used in Australia and can do the work either logged onto your server or by downloading files. Security, confidentiality and knowledge of Australian Tax and Corporate Law is guaranteed.
Forget about staff shortages, untrained staff and long hours. This free trial is a precursor to a long and profitable relationship.
SPECIAL OFFER: As a Lifespan ValuePac member, you are entitled to a free trial of two (2) jobs done for FREE up to a maximum of 15 hours works.
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