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ValuePac Program |
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Your Planning Partner |
LIFESPAN FINANCIAL PLANNING VALUEPAC PROGRAM
Receive special offers and discounts on a range of relevant services by
joining our ValuePac program.
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:
Simply complete the application form and return by;
post: Lifespan
Financial Planning, Level 1, 20 Loftus Street Sydney NSW 2000
or
email: info@lifespanfp.com.au.
If you would like to discuss this package in detail, please contact the
Lifespan Business Support Team on 02 9252 2000.
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 20th July 2010. 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 ValuePac Program.
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Cleardocs is 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.
As a Lifespan ValuePac user you have access to a discount of 10% on all Cleardocs products.
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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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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.
As a Lifespan ValuePac user, you will receive a copy of our quarterly
newsletter.
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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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BizCover is the only online
aggregator of leading insurers who provide insurance to Australian
Professionals. BizCover is a place where SME
businesses can go to conveniently compare and purchase Professional
Indemnity, Public Liability and Office Content Insurance.
Only a few questions need to be completed and BizCover
will provide a comparative quotation. Customers can then purchase immediately
and policy documentation will be emailed through instantly. The whole process
can take less than 10 minutes to complete from end to end.
BizCover’s efficiency is backed by Mega Capital’s expertise as a specialist
Professional Risks General Insurance Broker with its own Australian Financial
Services License. Mega has particular expertise and is regarded as the
leading broker in the Financial Services and Accounting sector. Mega Capital is
the broker to over 200 AFSL holders and 20% of the BRW top 100 Accounting
firms. Mega is committed to the highest standards of customer service,
integrity and excellence for our clients. Mega’s
vision is to be regarded as the best professional risks insurance broker in
Australia.
As a Lifespan ValuePac
member, you are entitled to 2.5% off the already highly competitive online
price regardless of which policy you choose.
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Life insurance is an
integral part of Financial Planning. Most people would insure their car, home
and contents yet fail to insure themselves. Majority of Australians are
underinsured, so if you feel your clients are underinsured, you may refer your
clients to Lifespan Financial Planning for a full review in the following
areas:
1. Personal Insurance – assess personal debt and expenditure and determine
appropriate cover so that in the event of premature death, disability or
serious illness, the insured family is not disadvantaged.
2. Business Insurance – assess business debt and expenditure and determine
appropriate cover so that in the event of premature death, disability or
serious illness, the insured business does not suffer.
Lifespan will pay a referral free
for any successful client that you refer to us for life insurance advice.
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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.
As a Lifespan ValuePac
user, you will be invited to our Professional Development days.
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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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Offering a financial
planning service to your clients is a great way to add value. If you wish to
provide added value to your clients by offering financial planning, you may
wish to refer them to Lifespan Head Office. Financial Planning services that we
are able to provide include:
Personal financial planning
Wealth creation strategies/Savings plans
Superannuation strategies (including Self Managed Superannuation Funds)
Comprehensive advice and analysis on life insurance needs
Pre-retirement counselling/strategy
Advice on retirement planning (including Centrelink)
Estate planning
Portfolio reviews and
monitoring
Direct Share Investments
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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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.
This service
is free of charge. Simply contact us for
further information.
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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.
As a Lifespan ValuePac user, you have access
to
1. Complimentary consultation [1 hour total]
2. Complimentary subscription to Practice Management Help Line [1 hour
total every quarter].
3. Discount of 10% on all Business Aptitude external practice management
workshops and seminars.
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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 are guaranteed.
Forget about staff
shortages, untrained staff and long hours. This free trial is a precursor to a
long and profitable relationship.
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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Desk Caddie is a
knowledge resource for financial planners and accountants. Desk Caddie
content is Strategy Steps, an online technical resource compiled by 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.
This service
is free of charge to Lifespan’s ValuePac users.
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Australian Unity
Healthcare is a health fund to families and individuals which provides
insurance cover to 288,000 people and was a winner of the Canstar
Cannex Innovation Excellence Award.
The Australian Unity
Health Cover Referral Program is a referral model that enables you to offer a
value added service to your clients, whilst rewarding you with a referral fee.
The process is a streamlined online service with a dedicated sales referral
line available Monday to Friday from 8:30am to 7:00pm
and email address.
As a Lifespan ValuePac
user you will receive up to 25% of your client’s yearly premium for the first
year. You will also have the option of rebating the referral fee. This will
result in the client having a lower premium for life.
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Whether emigrating, buying a holiday home or purchasing goods from
overseas, a significant saving can be made on international money transfers
using OzForex, a subsidiary of Macquarie Bank.
As foreign exchange
specialists, OzForex will provide you with an
accredited dealer who will offer you general foreign exchange advice and
clearly explain their products and services.
OzForex transacts thousands
of deals per month and with access to interbank markets, can pass on great
savings as well as offering very competitive exchange rates. Also, if you're
looking to take advantage of today’s exchange rates but aren’t ready to
transfer until later on, OzForex offers you the
opportunity to lock in forward rates.
A 24 hour a day
service by phone or online and a sophisticated dealing system puts you in
control and provides all the information you need to make your forex transfers. OzForex we are
dedicated to providing high quality, real time, personal service that is
unrivalled in our industry.
As a
Lifespan ValuePac user you will receive a referral
rebate of 10% of the gross revenue generated by OzForex
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The Macquarie Money
Market Service facilitates trading in short, medium
and long term fixed interest securities between lenders and borrowers all
through a single account and is an easy way to potentially earn clients extra
return for their investments.
The service has
access to the “Big 4” as well as 4 other second tier banks allowing you to
choose the best rate of the day at terms from 30 days to 3 years. The adviser
will be contacted 6 days prior to the maturity date for instructions which can
be preset.
As a Lifespan ValuePac
user you will receive a referral rebate of 0.0625%.
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