The OPTIO Interactive Financial Planner (IFP) is an innovative new software package which helps you balance your financial priorities. If you are worried about any area of your finances, such as:

• your life assurance or income protection cover,
• your retirement plans and whether you will have enough income in retirement
• saving for a goal, such as a holiday or sending your child to university,
• your current mortgage arrangements and whether they could be improved

Then you would benefit from using the IFP.

The IFP software package includes a complete set of diagnostics covering all aspects of your long-term financial plans. You can use them to weigh up all of the demands on your finances and reach a balanced assessment of your needs. It provides detailed summaries of your current position and future requirements so that you can prioritise those demands and work out how you should be allocating your funds. For example, can you afford to send your children to private school and still retire at 60?

First launched in 1999, the IFP is the most comprehensive long-range financial planning package available in the UK. It allows you to keep all of the important details about your finances in one place, which means you can throw away those old papers and spreadsheets. Your data is held securely in a confidential file on your PC so that you control your financial affairs in private, under no sales pressure to buy financial products or change your plans. The latest version includes new features which save you time and effort if you choose to consult a financial adviser. You can send him your OPTIO file, so he can offer useful advice when you first meet. And the IFP includes direct links through to financial websites so that you can research the market on your own before talking to him.

The IFP uses standard Microsoft technology, so that every installation is effortless and pain-free. By updating it regularly from our website you can ensure that your copy is always up to date for the latest UK tax rates, legislation and news.

Designed specifically to reflect UK tax, mortgage and pensions law, the IFP runs under Windows '95/98/Me/2000 and XP. The package is simple and easy to use, requiring no technical knowledge to install and run.

Buy a copy!
You can order a full version of the IFP package through Amazon.com for £49.50. Click HERE to go to the appropriate page.