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Complete list of StrategiesDebt Management: "Clear Home Mortgage"Estate Planning: "Review your Estate Plan"Investment: "Regular Savings Plan"Investment: "Re-balance your portfolio back to your risk profile"Risk Management: "Adjust Personal Insurance"Superannuation: "Cash out and re-contribute to super"Superannuation: "Concessional contribution - utilising carry forward cap"Superannuation: "Non-concessional contribution"Superannuation: "Salary Sacrifice Super Contributions"Retirement: "Commence an Account Based Pension"
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Estate Planning: "Review your Estate Plan"

Strategy Name: Review your Estate Plan
Type of Strategy: Qualitative Strategy (text only)
Impact on modelling: N/A
Default: N/A
 

Recommendation: The Review your Estate Plan strategy is an all encompassing strategy that allows you to recommend a number of Estate related strategies. The text of this strategy includes text on Wills/Guardianship/POAs/Death Benefit Nominations. 

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