All he does when he talks to prospects is say the following. “[name] I’m a little different to most planners who just do financial planning. In my 3-Dimensional Review I will: Assess your finances and see if you are going to have enough money to retire and maintain the lifestyle you want, Determine whether you are paying too much on your loans and see where we can save you some money since I’m a Qualified Broker Plus… As I’m also a Qualified Accountant I will Review your financial structure to make sure you are not paying too much tax ... does that sound like something you would need?”
