Robert Reid – RK Financial

Financial Planner, RK Financial Planning, Sydney

So far the 5 Minute Financial Health Check has been great. I have used it with a few new clients already and it has been a good discussion starter for the most critical issues – from the client’s perspective rather than ours.

The insurance calculator has been an excellent tool working with clients. I had one comment from a client saying that it was a huge improvement on the ‘back of the envelope’ calculation he had experienced with a previous adviser.

It clearly links the sums insured back to the client’s needs and prompts discussions around the other aspects such as stepped vs level premiums, any vs own occupation etc”.

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