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B-Free
Cat No: B-F

The financial planning and broking industry is becoming more and more competitive. To keep abreast of your opposition B-free Personal can be used as a powerful tool you can use to lower your overall costs and increasing productivity. This in turn, will enable you to provide a far superior service to your customers than other financial planning organisations.

B-free Personal provides a fast and easy way for:
  • Lenders to complete a needs analysis
  • Loan approvals
  • Financial planners to monitor customers spending and saving habits and advise correct packages
  • Customers to increase their portfolios (home loan, business loan, shares, etc)


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