Clicking on the ADD NEW CLIENT button will take you through to
the ADD CLIENT screen.
The suggested format for the entry of the client name is:"Client Surname: Member 1 First Name and Member 2 (Partner) First Name"Should your client be a couple using different names, then we suggest the following format:"Client 1 Surname: Member 1 First Name" and "Client 2 Surname: Member 2 First Name"
· Adviser
This is the Adviser currently assigned to look after the client.The active Advisers in your office will appear as names in the drop-down menu.
· Client Type
There are three different types of client on the Client List: Prospects, Fee Only clients, and Clients.
- Prospects - clients that have not yet commenced Monthly Cash Flow Monitoring.
- Clients - clients that have commenced Monthly Cash Flow Monitoring.
- Fee Only - clients for whom you are using the Prospera DDR system to manage ongoing fee payments.
Clients who have been IMPLEMENTED on the Prospera Cash Flow Management system (i.e. their status in the Client List shows as "Client"), will require you to enter in their monthly actual balances.
There are two different types of models you can create for new clients, 'Standard' and 'Recycle My Debt'.Standard - clients of all types.Recycle My Debt specifically models an automatic debt recycling strategy (assisting clients to reduce private home loan debt, minimise tax, and generate future wealth). These clients must have the following specific characteristics:
· 'salary' income (with associated superannuation guarantee contributions)
· home owner (currently building equity)