SVX in South Yarra, Victoria | Software company

SVX

Locality: South Yarra, Victoria

Phone: +61 3 9867 3115

Address: Level 1, 492 St Kilda Road 3004 South Yarra, VIC, Australia

Website: http://www.svxgroup.com

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• Financial service
• Software company

22.01.2022 In uncertain times likes these, it is more important than ever to know what your true financial position is. And with services closing down, a face to face review may not be possible. Meeco SVX offers clients and advisers/accountants the opportunity to achieve this with our cloud based software.... Request a no obligation demo today, be up and running within a few days. Simple.... #financial #accountingsoftware #businessaccounting #wealthadvisor #superannuation #financialservices

21.01.2022 Looking to consolidate all your business clients' financial information onto one platform and have a system in place that will provide you with daily updates on key performance indicators, alerts when performance is declining; as well as notifications when opportunities arise? Let the system do the work and capitalise on the opportunity to provide your clients with advice in real time. Contact us today for more information. https://www.svxgroup.com/

21.01.2022 As customers turn their needs to want greater accessibility which is provided by social media, banking, travel and most other sectors, they too will demand that financial planners step up and know intuitively what they need, when they need it and why they need it. Feeding information in a two-way format from financial planner to customers and vice versa is the new way in which customers are creating wealth on their terms, and not dictated by the way it has been done in the pa...st. What SVX does: It gives customers control and the ability to engage with their financial planners more often in a way that ends in better results. It gives them the platform to create wealth, realise dreams and react faster than ever before. No other platform achieves this. Customer’s needs are changing... they are becoming smarter and now are more in touch with their own financial and lifestyle needs which empowers them to make better decisions together with their trusted financial advisor. SVX allows financial planners to have the tools by creating a new place where decisions can be made, actions can be taken and the world of financial freedom a greater reality. Call SVX today for your personal look or go to www.svxgroup.com/demo

10.01.2022 Ever wonder what happens if you die intestate? Estate Planning experts at Topdocs Legal Pty Ltd, our preferred partner, have helped SVX tailor solutions for our valued client’s Estate Planning needs. This is such a seriously important topic and one of the reasons why your firm should investigate SVX.... #financialadvisers #estateplanning #accountants

10.01.2022 Question: How good is your Estate & Succession Plan? Answer: Only as good as the questions you ask yourself Completing a simple Will is generally not enough to ensure your assets and interests are directed to your intended beneficiaries. Superannuation benefits and interests in corporate structures and trusts require additional documentation and analysis, to ensure your interests are appropriately dealt with. ... Asking the right questions about your needs is the key to ensuring your Estate is dealt with according to your intentions. Contacting an adviser is the first step to ensuring your Estate is handled the way you want it handled upon your death. Contact SVX (Secure Value Exchange) today to determine the questions you should be asking to ensure you prepare an effective Estate & Succession Plan.