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I can honestly say that finPRO™ is the most comprehensive, practical and valuable tool for financial planners that I have seen in my 20+ years in this business.
Stephen O’Connor CFP, Invercargill

About

Created by experts for professional advisers

finPRO™ makes the experience, knowledge and skills of a leading financial adviser available to others in a package of simple but powerful tools for professional financial advice.

Director, Simon Hassan is a:

Leading financial adviser (www.hassan.co.nz)
Skilled communicator, mentor
Lecturer in financial advice at Massey University (www.massey.ac.nz)
CERTIFIED FINANCIAL PLANNER^CM (CFP^CM) and Chartered Life Underwriter (CLU) professional
Fellow and former President of the Institute of Financial Advisers (www.ifa.org.nz)
Member, Standards Committee of international Financial Planning Standards Board (www.fpsb.org)

Since becoming a financial adviser in 1990 Simon has always looked for ways to simplify and systemise his advice process, whilst ensuring that the end products are effective, professional and compliant.

Dissatisfied by other advice packages, he developed his own Excel and Word-based tools, constantly refining these over the years as tools in his practice.

finPRO™ makes these tools – and the wealth of knowledge behind them – available to you, helping you create simple, professional, effective and compliant statements of advice.

Our golden rule is that simple is good: one word, and one page, are usually better than two. While the strategy, assumptions and calculations behind it must be sound, an advice document should be simple, easy to read and understand.

A completed finPRO™ statement of advice is usually only 12 pages (plus appendices). A plain English client-friendly document that should also protect and help build your reputation as a financial professional.

How does it work?