What’s included in the folder?

The folders have been designed to look and feel professional, they are constructed using:

  • 40mm,  3 "D" ring Binder
  • Heavy Duty Black PVC lining
  • Foam padding
  • Stitching around the perimeter
  • Gold Corners

Included within the folder:

  • 8 specialist financial dividers laminated and reinforced for extra strength and durability.
  • 10 frosted heavy duty PVC pockets for the important documents.

 

 

For Advisers (additional content within the folder)

  • A "Life Cycle" illustration. (printed on 157 gsm gloss paper for use with your clients)
  • "Our Planning Process" flowchart. (printed on 157 gsm gloss paper for use with clients)
  • The "Personal Inventory of Important Assets and Important Documents".
  • (Optional) Gold plaque laser etched with your Practice logo or business name in black. 

     

     

     

     

 

Life Cycle illustration

A tool for Advisers to use with clients to graphically illustrate the typical life stages and the types of advice associated with these stages.

 

 

 

 

Our Planning Process illustration

This is a generic Financial Planning advice process covering off on the key steps involved in the advice process. This tool is to show the client the advice stages and provide an understanding of what's involved.

 

 

 

The Personal Inventory of Assets and Important Documents

This has been designed to capture all the client financial related information. It is designed to be the main point of call in the event of an emergency. It contains basic bank account information, details of professional advisers, insurance policies, Wills and PoE information, investment details, a inventory list for all other important assets, and much more. A copy remains in the folder, and you as the adviser can keep an electronic copy as a backup.

                                                                           Note: These are Sample Pages

How Much?

My Financial Locker folders are available for $35 each (Inc GST). Put simply this represents less than 1.5% of an average new business or ongoing revenue.**

Minimum order for business customers is 20. Individual clients can purchase single folders.

Delivery charges apply.

 

Note: ** Ongoing and upfront revenue average $2500.