Advice Docs
- Advice Docs content walk-through
- Welcome slide
- Portfolio review slide
- Goals slide
- About you slide
- Current financial status slide
- Current valuation slide
- Portfolio progress slide
- Asset allocation slide
- Current insurance slide
- Your insurance needs slide
- Quiz (How does each type of insurance protect my family and me?) slide
- Insurance recommendations slide
- Insurance: Consequences of my advice slide
- Insurance: Like-for-like product replacement slide
- Insurance: Commissions slide
- Risk profile slide
- Asset allocation comparison slide
- Estimated capital gains and losses slide
- Portfolio: Like-for-like (product replacement) slide
- Investment fees slide
- Investment recommendations slide
- Portfolio projections slide
- Estate planning slide
- Projected Outcomes slide
- Authority to Proceed slide
- Strategy recommendations slide
- Next steps slide
- Thank you slide
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