Step 4 - Enter ASSETS data from Client Fact Find
ASSETS
1. Click on ASSETS from the left-hand menu to take you to the Assets screen.
This screen displays the relevant Assets for a Recycle My Debt client. This Private Home Asset has been created for you.
2. Click on the 'Private Home' Asset to open the ASSET DETAILS.
3. Add in the CURRENT COST BASE, the CURRENT VALUE of the home, and the anticipated GROWTH RATE.
If you do not know the current cost base, enter the Current Value in both places.
4. Click UPDATE to save the changes.
Related Articles
Step 7 - Enter EXPENSES, SPENDING GOALS, INSURANCE PREMIUMS data from Client Fact Find
Click on EXPENSES from the left-hand menu to take you to the Expenses screen. The EXPENSES screen allows you to record the client's expenditure, spending goals, insurance premiums, and upfront and ongoing fees. SURPLUS ESTIMATE On this page, there ...Step 6 - Enter INCOME data from Client Fact Find
INCOME 1. Click on INCOME from the left-hand menu which takes you to the Income screen. The Income screen allows you to record the client's income. The Income Section is made up of two panels: Existing Income Sources - Here all ...Step 5 - Enter SUPER data from Client Fact Find
SUPER 1. Click on SUPER from the left-hand menu to take you to the Super screen. This screen displays the Existing Superannuation Accounts. The Superannuation and Future Pension Funds have been created for the client members. 2. Click on ...Step 3 - Enter ACCOUNTS detail from Client Fact Find Data
ACCOUNTS Click on ACCOUNTS from the left-hand menu to take you to the Accounts screen. This screen displays the standard set of Accounts for a Recycle My Debt client. These Accounts have been created for you. Simply click on the relevant Account to ...Step 1 - Create Your Client
1. CREATE NEW CLIENT To add a new client: Click the ADD NEW CLIENT button, in the lower left of the Dashboard screen, below the Client List. This will take you through to the ADD CLIENT screen, where you will add the client. ...