The missing link between corporate and personal financial planning.
All in Place provides a secure way for accountants to engage in personal financial planning with their business onwer clients. Create powerful cashflow models based on the key business numbers, personal financial headlines, and an understanding of their personal goals and ambitions.
All in place is flexible platform that allows you to open up the conversations that will generate fee earning opportunities around services such as: remuneration planning, personal liquidity, and exit planing.
As well as lifesytyle requirements such as moving or renovating your home, providing for school education or creating a stable income in order to spend more time on the things they love doing.
All the time, providing you their accountant, with the opportunity to link back to the performance of their busines. Used in conjunction with a DPB Licence it can be used to maximise the opportunities for referals to third party financial advisers, or to maximise the opportunities for internal referrals to inhouse providers.
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