Steps for checking a document
The documents generated by Pathfinder may be incomplete and should be reviewed and edited before presenting them to your client.
|(optional) Write notes for your customer about what you have modelled and the results
You can add notes for your customer about what you have modelled and commentary about the results in the Scenario description (for Customer) field (at the top of the Cash flows & Goals step). Any text entered here will appear in the results documents.
|Download document & save original for reference
|Understand the formatting
|See Understanding the formatting in the Strategy Paper and SOA documents
|Check for highlighting and comments
You should check the entire document, however items that require particular attention will be marked in a few ways:
Remove unnecessary content
Some things you may wish to remove are:
|Check all content
Read through the entire document and check it is complete and correct.
In some sections, you may find it useful to use a 'helper spreadsheet', below.
|Check the formatting
Change the view to 'Two pages' and scroll through the document check that nothing looks amiss, this includes:
|Do a spell check
|Use the default MS Word spell check feature
|Update the table of contents
If you have delete pages or added or removed content, the pages numbers on the table of contents may no longer be correct. To update the table of contents:
(if you cannot find these buttons, search the internet for instructions appropriate to your version of MS Word)
|Inspect the document
Inspecting the document reassures you that you've removed all comments (but it doesn't check for highlighting).
To inspect the document:
|Save your document
For some sections of the SOA, we provide helper spreadsheets to help you more quickly create additional content. Check the list below and click the link to download the appropriate spreadsheet.
|Link (click to download)
Superannuation fee comparison
Helps you make tables and sentences comparing the fees of different super funds (you need to supply your own super fees)
|Optimo Financial Superannuation Fee Comparison helper spreadsheet.xlsx
Making extra charts
Templates to make additional charts that match Pathfinder's default charts.
Also includes a template for the Asset allocation chart if your asset allocation is difference from the Optimo defaults in the SOA.