In the SAMPLE below, there are wo parts: -

• PART A: Shows you what the simple capture area looks like in pfireStorm
• PART B: Shows a sample of what the OUPUT data looks like (summary).

Using the Needs Illustrator is simple and is designed to enable advisors and support staff to run different scenarios to provide an illustration of how a clients projected financial planning position in respect of death, capital disability and/or retirement varies according to changed data. This allows users to perform instant results when running different scenarios, values or assumptions.

It certainly is not a difinative Financial Needs Analysis! Its use is for illustrative purposes only and its full integration within pfireStorm ensure continuity of information, compliance recording, and generates an illustrative report tailored to your brand and unique to your client.

Pfirestorm is an affordable internet based service that organisations are able to offer their clients that will result in the cementing of existing relationships and/or the establishment of new relationships between the clients and the organisation.

This service is CLIENT-CENTRED and simultaneously provides the organisation with a platform that addresses fundamental business matters such as strategy and wealth creation, operations and practice management, compliance issues, day to day matters, vast Marketing opportunities, leveraging IT in a unique way, staff incentives and measurements and impact directly and indirectly on your income flows from day one.

The purpose for this service is to enable organisations and clients to be able to reach out to one another in an environment that is transparent, promotes shared responsibility and facilitates relationships providing mutual benefit for the client and the organisation.

It is no longer a matter of who you know! It is who knows YOU!

It is time!

VALUE PROPOSITION TO OUR CLIENTS

Pfirestorm’s unique collaborative technology will enable our clients to deliver a branded and unified sustainable experience to their customers at all levels of their organisation, through programmed alignment of internal procedures and processes with their Customer Value Proposition.

Our clients will experience the power of a programmed behavioral system designed to sustain, facilitate and deliver to their clients, a distinctive Customer Value Proposition resulting in increased new and retained customers that can be measured in terms of higher production outcomes, reduced operating costs, focused employee and customer activities, customer services that exceed expectations, business continuity, and ultimately good corporate governance aligned to a dynamic regulatory environment.