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Forms + Tools

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With the right tools you can achieve a great outcome.

Financial Accord has many different tools to help you solve a wide range of problems. We have attached some tools below to help you work through the process. If you can’t find the right calculator or form, send us an email / call our office and we guide to the correct location or we will send you an email with the calculator or form. 

 
Without a strategy, budget, you don’t have a plan!

Calculators

TTR Brief TTR Brief (60 KB)

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Forms

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Client Profile - Scott Taylor Client Profile - Scott Taylor (1712 KB)

FSG - Scott Taylor FSG - Scott Taylor (1250 KB)

Client Profile - Craig Brennan Client Profile - Craig Brennan (1429 KB)

FSG - Craig Brennan FSG - Craig Brennan (1173 KB)

(Use Literature module to upload and insert relevant files here)
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Wealth Creation For Under 30s
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News

Property: Investors are back04-Aug-2009

Property reporter Natalie Craig says the property investment sharks are back in the market. Click he..