Providing advice to existing or prospective clients can be challenging at the best of times. IOOF has developed a range of calculators available via Portfolio Online to assist you in developing advice for your clients to meet their financial goals.

Each calculator takes into account a variety of situations and assumptions, assisting you to prepare informed answers for your clients in relation to specific client scenarios.

The calculators can form part of your preparations for initial discussions with your clients to help convey everything from the basic benefits to the taxation implications of a strategy.

For more information on our adviser calculators or for help with accessing them, contact your business development manager or adviser services.

Client calculators

We have also created a range of calculators which your clients can complete online. Simply click here to access them.