Hazel for Advisers
Help your clients get the most out of their property wealth
- Better outcomes for clients
- Help your clients decide whether to stay or move home, and prepare their finances accordingly
- More revenue for your practice
- Identify opportunities for additional AUM, protection, equity release and wealth structuring
- Better regulatory compliance
- Demonstrate to the regulator that you fully understand the client's circumstances before recommending equity release
Give your clients a balanced view on whether they should move home or age in place
Our 50-point assessment covers all relevant factors - e.g. the family situation, the value and condition of the current property, and how the client is feeling about living in their current home and neighbourhood
Show the total costs of staying vs moving
We calculate the total cost of moving, the difference in running costs and expected one-off costs if your client is staying in their current home
Improve the accuracy of your cashflow projections
Get a precise estimate of the amount of money that can be freed up by downsizing or equity release
Identify new revenue opportunities
Explore personalised suggestions with your client after they have filled out the assessment
Demonstrate to the FCA that you fully understand the client's property-related needs
Our assessment tool gives you robust evidence that help meet your Consumer Duty requirements. You can download a time-stamped PDF file of the client's assessment and store it in your CRM system
Our Partners
