Darren Whereat

RI Advice Group (formerly RetireInvest) yesterday announced the launch of an Estate Planning Program to its network of over 170 advisers across Australia.

Commenting on the launch, Head of RI Advice Group, Darren Whereat said: “It’s important that we connect with the next generation of our current clients and provide quality guidance on this critical family issue.

Our Estate Planning Program includes a range client engagement tools and, importantly, uses an innovative online system, ‘Estate Planning for Life’, to support advisers to broaden their client engagement model, to include the extended family unit.”

The ‘Estate Planning for Life’ system efficiently identifies estate planning gaps and generates a solicitors’ briefing note. The program not only provides peace of mind for the client but generates an action plan to empower the family to make informed decisions with guidance on important areas such ‘who do I talk to’ and ‘what questions do I ask’, in the event of a death or trauma. This action plan reduces the administrative burden and avoids any confusion during what can be a stressful time.

“This system will help advisers differentiate their offer from the execution piece that solicitors have traditionally provided.

“This is a proactive strategy to help our advisers expand their client service offers and create a more sustainable business model. Our focus on technology underpins the client engagement model and helps our advisers deliver an enhanced client experience. This Estate Planning solution is a true ‘fee for service’ offer”, said Mr Whereat.

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