Reasonable Basis

Midwinter’s Reasonable Basis software has been developed to guide financial advisers through the advice process and aid them in providing a reasonable basis for their product and strategy recommendations.

Midwinter’s Reasonable Basis automates and optimises financial planning strategy during the accumulation, transition, and pension phases of the client’s life map. Reasonable Basis has been designed to save advisers time and resources when modelling client outcomes. Consequently the adviser can spend more time focusing on the needs and objectives of the client.

It also enables advisers to take full advantage of the multitude of tax, investment, insurance, superannuation, and social security opportunities that exist within current legislation. Reasonable Basis has full product replacement capabilities including access to Midwinter’s investment, pension and super fund comparator modules.

Click on the strategies and modules below to find why other financial planning software does not come close to Midwinter’s Reasonable Basis.

Super => Super – Superannuation product replacement made easy (more…)

Super => Pension– Move from super to pension environment (more…)

Pension => Pension – Justify your pension product replacement (more…)

Investment => Investment – Investment product replacement module (more…)

Risk Insurance – Premiums, features, produce a SOA within minutes. (more…)

Contribution Optimisation – Optimise your client’s contribution strategies (more…)

Transition to Retirement – Optimise your client’s TTR strategy in minutes (more…)

Age Pension – Determine client’s age pension eligibility in seconds (more…)

Retirement modelling – Retirement modelling tool for singles or couples (more…)

Investment & Gearing – Provide optimal investment & gearing strategy advice (more…)

Gearing Manager – Compare and optimise gearing strategies for clients (more…)

Insurance Needs – Easily calculate the level of insurance your clients require (more…)

Retirement Gap Analysis – Simple point of sale retirement projection tool (more…)

FundsBase – Australia’s largest super, pension, insurance product database (more…)

To view some of the features we have added to Reasonable Basis in 2008/09 please click here.

To download an application form for Midwinter’s Reasonable Basis please click here.

To find out what other advisers have been saying about Reasonable Basis please click here.

To download the full brochure of Midwinter’s Reasonable Basis please click here.

For more information on Reasonable Basis please do not hesistate to contact us on 1300 882 938.