Truth About Money - IFA Section

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The Truth About Money Campaign was established to help more people, mainly business owners, professionals, successful high earners and those retired with capital, gain access to the TRUTH about money. As a professional financial adviser you’ll know that the majority of people have no idea where they are heading financially. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means, or where they are heading. That’s why truth financial planning software™ has been designed, to help you, the adviser, bring them face to face with the reality of what their future looks like. For some people this can be a joy, for others it can be a shock – but either way they’ll thank you for it! Why? Because now, more than ever before, people want to know the truth, so they can do something about it. It’s telling people the truth about money. We believe that the ‘truth about money’ is not whether “Standard Life is better than Scottish Widows”, or “this fund is better than that fund”. For most clients that’s dull and extremely boring. What clients want, more than anything, is a quality answer to the big questions.
Questions like: “How much do I need to earn, save or sell my business for to give me what I want out of life?” “When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy?” “What do I have to do to ensure I NEVER run out of money?” “Exactly what level of investment return do I need to achieve my objectives? And possibly the biggest question of all… “How much is enough!?”
Truth Financial Planning Software™ enables you to give them the answers that matter most – with ease and accuracy. You’ll find this professionally more rewarding, in every sense, when you have a tool that enables you to give people what they really want.
Clients have questions that need answering, and answering fast. Life is not a rehearsal. That’s why we have created a panel of advisers, situated throughout the UK, who are able to tell clients the TRUTH about money – with the help of truth™ financial planning software.
If you would like to find out more about truth™ financial planning software or are interested in joining our panel of truth financial planners™ and benefiting from the ‘Truth About Money Campaign’ please click the relevant link below:

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