NOTICE

Important notice about Wingman FP

Wingman FP does not provide financial advice, and the information contained within our planning tools and reports do not constitute financial advice. The Retirement Fund Planning tool provides a number of projections and graphical outputs to facilitate a planning conversation between a wealth manager or independent financial adviser and their client.

Important notice for wealth managers

The aim of the Retirement Fund Planning tool is to provide your clients with a structured approach to retirement fund planning in order to meet their retirement income goals. The planning tool is based on the inputs and assumptions which your client will provide (e.g., required income, retirement age, etc.) and others which will require your professional expertise and market insight (e.g., inflation, fund growth, annuity, etc.). The calculated outputs, charts and tables produced by the Retirement Fund Planning tool are based on those inputs and assumptions and are therefore projections only. Any decision by your client to invest funds as a result of completing the Retirement Fund Planning tool will be subject to documentation that you are required by your regulatory authority to present to clients prior to any investment.

Important notice for clients

The aim of the Retirement Fund Planning tool is to provide you with a structured approach to retirement fund planning in order to meet you retirement income goals. The planning tool is based on the inputs and assumptions which you will provide (e.g., required income, retirement age, etc.) and others which will require your wealth manager’s professional expertise and market insight (e.g., inflation, fund growth, annuity, etc.). The calculated outputs, charts and tables produced by the Retirement Fund Planning tool are based on those inputs and assumptions and are therefore projections only. Any decision by you to invest funds as a result of completing the Retirement Fund Planning tool will be subject to documentation that your wealth manager is required by their regulatory authority to present to you prior to any investment.

If you have any questions about these notices, please read the FAQs or contact us at support@wingmanfp.com.