Engage prospects and clients more meaningfully on lifestyle choices
HALO provides you with an engaging digital experience that uncovers the impact of people's lifestyle choices on their legacy and longevity.

Our choices have big impacts on our ability to live our best lives. Often, it's hard for clients to imagine how the choices they make today will impact their future life, health and wealth.

HALO offers prospects and clients greater insight into how their choices will impact their lives through. Through its engaging, digital experience, the assessment informs clients of their health risks, projected costs, and when their best years will fall.

Working with their advisor, clients can optimize their plans, longevity and lifestyle to live an extraordinary life.

Be more than average
HALO's personalized projections remove the need to rely on averages, enabling you to offer personalized advice at scale.

HALO covers all the most statistically important risk factors that affect longevity and years of disability. The model puts a strong emphasis on family health history, lifestyle choices, and demographic factors.

By understanding your clients more deeply, there will be more opportunities to serve, engage the entire family and motivate clients to take action. Clients will also be more likely to take action, knowing the impact it will have on their lives.

Become a trusted partner for life
Imagine if your clients saw you not as a financial planner but as a trusted guide. A guide that supports clients in living life to the full and maximizing the potential of their best life.

The unexpected costs related to aged care costs and lifestyle choices are brought to life using HALO. Not only does this insight allow you to be more accurate with your client's financial projections but it also helps identify new areas for support and guidance.

Shine a light on a client's longevity with HALO and make complex conversations about health and care easy by giving clients the tools to assess what's important to them.