Overview 1 - Ideal Client / Suitable Clients

Overview 1 - Ideal Client / Suitable Clients

The new Recycle My Debt modelling option in Prospera automatically models debt recycling strategies quickly and easily. 
Debt recycling helps clients to reduce home loan (private) debt, minimises tax, and generate future wealth. 

IDEAL CLIENT:

  • Home owner with 1/3 equity (or more)
  • Salary income
  • Client wishing to create wealth
  • Client willing to borrow funds for investment purposes

SUITABLE CLIENTS: 
  • Home owner currently building equity
  • Clients who currently have no investment assets
  • Clients needing cash flow / budget tracking of income and expenditure
  • Clients with surplus cash flow
  • Clients open to borrowing to invest



Link to next Article  -  
What RMD models AUTOMATICALLY