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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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BT Advice

 

BT has been helping Australians prepare for the best since 1969. Today we help thousands of customers find superannuation, investment and insurance solutions to suit their personal needs and goals. We're also a specialist in financial advice.

FinaMetrica is available via Securitor and Magnitude. Please contact Securitor or Magnitude directly for subscription details.

QuickStart Guide Supplement

This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.

 Standard QuickStart Guide
 QuickStart Guide Supplement for BT Advice advisers