The 12 Critical Factors©

12 Critical Factors - Current Age 12 Critical Factors - Health and longevity 12 Critical Factors - Attitude to risk 12 Critical Factors - Personal tax 12 Critical Factors - Death benefits 12 Critical Factors - Future income 12 Critical Factors - Debt 12 Critical Factors - Retirement asset pool 12 Critical Factors - Income Capital 12 Critical Factors - Economic view 12 Critical Factors - Inflation view 12 Critical Factors - Future view
12 Critical Factors

The application of The 12 Critical Factors© to the advice process is key to the production of the most appropriate solution for the individual’s circumstances. The factors provide the pathway and bridges through the five stage process. The factors have been segmented into three categories and will be applied in different ways along the process.

Click any of the segments in the above illustration to view more detail on each item.

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