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This is Andre Masood. May I speak with either Dana or Kaden, please? Great. No.\n\nNo. I don't. I well, actually, I want to access some funds from my super, and I've been dealing with, obviously, Caden and Dana over the last few months as well. Twenty five twelve nineteen sixty, unit sixteen stroke eleven, Torrell Drive, Budroom, four, double five, six. Great.\n\nThank you. Hello, Dana. This is Andre Masoon. How are you today? I'm fine.\n\nThank you. Thanks for taking my call. Well, I'm I'm about to book a flight to The UK, and I'd like to access some funds from my super, please. Okay. So I need two lots of payments.\n\nOne as soon as possible for $6,000 and one before the May 10 for $8,000. Well, I I'm just thinking that, obviously, the money in the super is certainly a better option than money in my pocket. So yeah. No. I'd like them staggered.\n\nSo the six now and the eight later. 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This is Jacob speaking. Yeah. I can quickly check whether they're available, Andre. Just give me one second. I'll bring up your profile. Did you have a booking at all this morning, Andre, or was it just a general question? Okay, Andre. No worries at all. Before we do continue, I've just gotta run you through a quick security. So I'll get you to confirm your date of birth and current address for me, please. Perfect. No worries, Andre. What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for you. Alright. Thank you. Welcome to Oakview Financial. At Oakview Financial, we use an innovative model of trust and long term holistic advice, revolutionizing the way financial planning is done. Our team is comprised of highly skilled, transparent financial experts, and our vision is to become the most trusted household name in financial planning throughout Australia. We thank you for your patience today and look forward to hearing how we can help you on your journey to reaching your financial goals when we return to your call. At Oakview Financial, we have founded our business on a number of key core values. These values are clear and simple. We go the extra mile for clients. We are honest, have integrity, respect everyone, and bring a long term mindset to all our advice and strategies. And it is these values that shine through in all our communications and dealings with our clients. Thanks again for your patience. We'll be with you in just a moment. Here at Oakview Financial, we're here to help you when it comes to investments, personal protection, and superannuation. When it comes to insurance, we work with many different insurers. Our expert personal insurance advisers take a holistic approach to navigating the insurance policies for your unique investment strategy. Focusing on protecting our clients and long term advice, we take the time to understand your personal goals and help you work towards them. A complete financial strategy includes preparing for loss of income, accidents, and preparing a structured strategy to achieve your retirement goals. Meanwhile, our superannuation advice provides clear, tangible steps for everyday Australians. We're not affiliated with the big bank. Good morning. This is Dana. I'm good, Andre. How are you? That's okay. Not a problem. How can I help you? Mhmm. Yeah. No problem at all. How much do you need? Mhmm. Yep. Okay. And one before the May 10. Did you want both of them paid now? That way you have the funds ready to go, or did you want me to stagger them for you? Yep. Yep. Mhmm. Yep. No problem at all. So just before the May 10, see, do you think maybe around because Easter's in April the April as well. Maybe just after the Easter, we do that? Okay. Yep. Yep. Yep. Perfect. No. Not a problem at all. I can organize those transactions without advice for you. Do you want me to do both of those up so you can sign them in advance, have them both, like, have everything ready to go? Yep. Yep. Beautiful. And so you need 6,000 now, and was it 10,000 by the May 10? Eight. So sorry, Andre. I do apologize about that. Beautiful. Beautiful. Not a problem at all. I'll do up the transaction with an advice there for you, noting any of the risk of who were taking money out of super so you're aware that those funds are no longer invested, but staggering can definitely provide a little bit of a benefit there. Once you do sign that send it back to us, I'll get the funds withdrawn for you and the funds sold down to cash. I just wanna double check to make sure we're utilizing the correct bank details. So if there won't be a second Now I'm gonna confirm the bank details for you, but I just need to turn the recording 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to IP Financial. This is Jacob speaking. Yeah. I can quickly check whether they're available, Andre. Just give me one second.\n\nI'll bring up your profile. Did you have a booking at all this morning, Andre, or was it just a general question? Okay, Andre. No worries at all. Before we do continue, I've just gotta run you through a quick security.\n\nSo I'll get you to confirm your date of birth and current address for me, please. Perfect. No worries, Andre. What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for you. Alright.\n\nThank you. Welcome to Oakview Financial. At Oakview Financial, we use an innovative model of trust and long term holistic advice, revolutionizing the way financial planning is done. Our team is comprised of highly skilled, transparent financial experts, and our vision is to become the most trusted household name in financial planning throughout Australia. We thank you for your patience today and look forward to hearing how we can help you on your journey to reaching your financial goals when we return to your call.\n\nAt Oakview Financial, we have founded our business on a number of key core values. These values are clear and simple. We go the extra mile for clients. We are honest, have integrity, respect everyone, and bring a long term mindset to all our advice and strategies. And it is these values that shine through in all our communications and dealings with our clients.\n\nThanks again for your patience. We'll be with you in just a moment. Here at Oakview Financial, we're here to help you when it comes to investments, personal protection, and superannuation. When it comes to insurance, we work with many different insurers. Our expert personal insurance advisers take a holistic approach to navigating the insurance policies for your unique investment strategy.\n\nFocusing on protecting our clients and long term advice, we take the time to understand your personal goals and help you work towards them. A complete financial strategy includes preparing for loss of income, accidents, and preparing a structured strategy to achieve your retirement goals. Meanwhile, our superannuation advice provides clear, tangible steps for everyday Australians. We're not affiliated with the big bank. Good morning.\n\nThis is Dana. I'm good, Andre. How are you? That's okay. Not a problem.\n\nHow can I help you? Mhmm. Yeah. No problem at all. How much do you need?\n\nMhmm. Yep. Okay. And one before the May 10. Did you want both of them paid now?\n\nThat way you have the funds ready to go, or did you want me to stagger them for you? Yep. Yep. Mhmm. Yep.\n\nNo problem at all. So just before the May 10, see, do you think maybe around because Easter's in April the April as well. Maybe just after the Easter, we do that? Okay. Yep.\n\nYep. Yep. Perfect. No. Not a problem at all.\n\nI can organize those transactions without advice for you. Do you want me to do both of those up so you can sign them in advance, have them both, like, have everything ready to go? Yep. Yep. Beautiful.\n\nAnd so you need 6,000 now, and was it 10,000 by the May 10? Eight. So sorry, Andre. I do apologize about that. Beautiful.\n\nBeautiful. Not a problem at all. I'll do up the transaction with an advice there for you, noting any of the risk of who were taking money out of super so you're aware that those funds are no longer invested, but staggering can definitely provide a little bit of a benefit there. Once you do sign that send it back to us, I'll get the funds withdrawn for you and the funds sold down to cash. I just wanna double check to make sure we're utilizing the correct bank details.\n\nSo if there won't be a second Now I'm gonna confirm the bank details for you, but I just need to turn the recording off.","paragraphs":[{"sentences":[{"text":"Welcome to IP Financial.","start":2.1599998,"end":3.52,"sentiment":"neutral","sentiment_score":0.17276668921113014},{"text":"This is Jacob speaking.","start":3.52,"end":4.74,"sentiment":"neutral","sentiment_score":0.13157907873392105},{"text":"Yeah.","start":12.0,"end":12.24,"sentiment":"neutral","sentiment_score":0.10395467281341551},{"text":"I can quickly check whether they're available, Andre.","start":12.24,"end":15.235001,"sentiment":"neutral","sentiment_score":0.12617140263319016},{"text":"Just give me one second.","start":15.235001,"end":16.355,"sentiment":"neutral","sentiment_score":0.08624079972505569}],"sentiment":"neutral","sentiment_score":0.12554149837656456,"num_words":22,"start":2.1599998,"end":16.355},{"sentences":[{"text":"I'll bring up your profile.","start":16.355,"end":17.895,"sentiment":"neutral","sentiment_score":0.05927282348275185},{"text":"Did you have a booking at all this morning, Andre, or was it just a general question?","start":18.595001,"end":23.575,"sentiment":"neutral","sentiment_score":0.02682742147761233},{"text":"Okay, Andre.","start":33.65,"end":34.47,"sentiment":"neutral","sentiment_score":0.029094655066728592},{"text":"No worries at all.","start":34.53,"end":35.75,"sentiment":"neutral","sentiment_score":0.09488079138100147},{"text":"Before we do continue, I've just gotta run you through a quick security.","start":36.29,"end":39.254997,"sentiment":"neutral","sentiment_score":0.057989261184747405}],"sentiment":"neutral","sentiment_score":0.047414711063228004,"num_words":41,"start":16.355,"end":39.254997},{"sentences":[{"text":"So I'll get you to confirm your date of birth and current address for me, please.","start":39.254997,"end":42.954998,"sentiment":"neutral","sentiment_score":0.061967062996700406},{"text":"Perfect.","start":50.33,"end":50.57,"sentiment":"positive","sentiment_score":0.45329976081848145},{"text":"No worries, Andre.","start":50.57,"end":51.71,"sentiment":"neutral","sentiment_score":0.24457855025927225},{"text":"What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for you.","start":52.09,"end":56.83,"sentiment":"neutral","sentiment_score":0.16778532380149477},{"text":"Alright.","start":57.85,"end":58.25,"sentiment":"positive","sentiment_score":0.40585264563560486}],"sentiment":"neutral","sentiment_score":0.1454250682145357,"num_words":42,"start":39.254997,"end":58.25},{"sentences":[{"text":"Thank you.","start":58.25,"end":59.07,"sentiment":"positive","sentiment_score":0.5778771042823792},{"text":"Welcome to Oakview Financial.","start":65.475,"end":67.335,"sentiment":"neutral","sentiment_score":0.26175059378147125},{"text":"At Oakview Financial, we use an innovative model of trust and long term holistic advice, revolutionizing the way financial planning is done.","start":67.875,"end":76.83,"sentiment":"positive","sentiment_score":0.38116163083098153},{"text":"Our team is comprised of highly skilled, transparent financial experts, and our vision is to become the most trusted household name in financial planning throughout Australia.","start":77.310005,"end":88.130005,"sentiment":"positive","sentiment_score":0.4494174730319243},{"text":"We thank you for your patience today and look forward to hearing how we can help you on your journey to reaching your financial goals when we return to your call.","start":88.91,"end":97.055,"sentiment":"positive","sentiment_score":0.622588909441425}],"sentiment":"positive","sentiment_score":0.48909909357042874,"num_words":85,"start":58.25,"end":97.055},{"sentences":[{"text":"At Oakview Financial, we have founded our business on a number of key core values.","start":105.435,"end":110.48,"sentiment":"positive","sentiment_score":0.3711808482805888},{"text":"These values are clear and simple.","start":111.420006,"end":113.44,"sentiment":"positive","sentiment_score":0.42807584007581073},{"text":"We go the extra mile for clients.","start":113.66,"end":115.840004,"sentiment":"positive","sentiment_score":0.47312837306942257},{"text":"We are honest, have integrity, respect everyone, and bring a long term mindset to all our advice and strategies.","start":116.14,"end":123.435,"sentiment":"positive","sentiment_score":0.5066492479098471},{"text":"And it is these values that shine through in all our communications and dealings with our clients.","start":124.135,"end":129.435,"sentiment":"positive","sentiment_score":0.532145586083917}],"sentiment":"positive","sentiment_score":0.47063870390411466,"num_words":64,"start":105.435,"end":129.435},{"sentences":[{"text":"Thanks again for your patience.","start":129.655,"end":131.275,"sentiment":"positive","sentiment_score":0.6688281536102295},{"text":"We'll be with you in just a moment.","start":131.415,"end":133.435,"sentiment":"positive","sentiment_score":0.36780116707086563},{"text":"Here at Oakview Financial, we're here to help you when it comes to investments, personal protection, and superannuation.","start":140.98,"end":147.56,"sentiment":"positive","sentiment_score":0.37995948559708065},{"text":"When it comes to insurance, we work with many different insurers.","start":148.55501,"end":151.935,"sentiment":"neutral","sentiment_score":0.18204908614808862},{"text":"Our expert personal insurance advisers take a holistic approach to navigating the insurance policies for your unique investment strategy.","start":152.395,"end":160.49501,"sentiment":"positive","sentiment_score":0.35293899868663986}],"sentiment":"positive","sentiment_score":0.3579377339023059,"num_words":61,"start":129.655,"end":160.49501},{"sentences":[{"text":"Focusing on protecting our clients and long term advice, we take the time to understand your personal goals and help you work towards them.","start":160.875,"end":168.86,"sentiment":"positive","sentiment_score":0.39179713651537895},{"text":"A complete financial strategy includes preparing for loss of income, accidents, and preparing a structured strategy to achieve your retirement goals.","start":169.08,"end":179.025,"sentiment":"neutral","sentiment_score":0.3106738236688432},{"text":"Meanwhile, our superannuation advice provides clear, tangible steps for everyday Australians.","start":179.885,"end":185.825,"sentiment":"neutral","sentiment_score":0.3047350726344369},{"text":"We're not affiliated with the big bank.","start":186.44499,"end":188.625,"sentiment":"neutral","sentiment_score":0.03705117159656116},{"text":"Good morning.","start":191.08499,"end":191.645,"sentiment":"neutral","sentiment_score":0.2322719767689705}],"sentiment":"neutral","sentiment_score":0.3077426081093458,"num_words":65,"start":160.875,"end":191.645},{"sentences":[{"text":"This is Dana.","start":191.645,"end":192.54,"sentiment":"neutral","sentiment_score":0.17161581416924795},{"text":"I'm good, Andre.","start":195.98,"end":196.93999,"sentiment":"positive","sentiment_score":0.35964850584665936},{"text":"How are you?","start":196.93999,"end":197.84,"sentiment":"neutral","sentiment_score":0.27971280614535016},{"text":"That's okay.","start":200.7,"end":201.34,"sentiment":"neutral","sentiment_score":0.27559182047843933},{"text":"Not a problem.","start":201.34,"end":202.06,"sentiment":"neutral","sentiment_score":0.20525300999482474}],"sentiment":"neutral","sentiment_score":0.25713386067322325,"num_words":14,"start":191.645,"end":202.06},{"sentences":[{"text":"How can I help you?","start":202.06,"end":203.35999,"sentiment":"neutral","sentiment_score":0.22760383486747743},{"text":"Mhmm.","start":208.205,"end":208.705,"sentiment":"neutral","sentiment_score":0.012981089763343334},{"text":"Yeah.","start":211.645,"end":211.965,"sentiment":"neutral","sentiment_score":0.08510255068540573},{"text":"No problem at all.","start":211.965,"end":213.085,"sentiment":"neutral","sentiment_score":0.11528968811035156},{"text":"How much do you need?","start":213.085,"end":214.465,"sentiment":"neutral","sentiment_score":0.06333822309970856}],"sentiment":"neutral","sentiment_score":0.12587204267038032,"num_words":16,"start":202.06,"end":214.465},{"sentences":[{"text":"Mhmm.","start":217.565,"end":217.98,"sentiment":"neutral","sentiment_score":0.026216331869363785},{"text":"Yep.","start":228.94,"end":229.09999,"sentiment":"neutral","sentiment_score":0.05719717592000961},{"text":"Okay.","start":229.09999,"end":229.59999,"sentiment":"neutral","sentiment_score":0.039577145129442215},{"text":"And one before the May 10.","start":229.9,"end":231.445,"sentiment":"neutral","sentiment_score":0.01955213552961747},{"text":"Did you want both of them paid now?","start":231.445,"end":233.845,"sentiment":"neutral","sentiment_score":0.030567666981369257}],"sentiment":"neutral","sentiment_score":0.0285202824674985,"num_words":17,"start":217.565,"end":233.845},{"sentences":[{"text":"That way you have the funds ready to go, or did you want me to stagger them for you?","start":233.845,"end":238.02501,"sentiment":"neutral","sentiment_score":0.08350894325657894},{"text":"Yep.","start":245.88,"end":246.38,"sentiment":"neutral","sentiment_score":0.06299138069152832},{"text":"Yep.","start":251.56001,"end":251.96,"sentiment":"neutral","sentiment_score":0.0174192376434803},{"text":"Mhmm.","start":251.96,"end":252.46,"sentiment":"neutral","sentiment_score":0.01601993665099144},{"text":"Yep.","start":254.04001,"end":254.36,"sentiment":"neutral","sentiment_score":0.08192284405231476}],"sentiment":"neutral","sentiment_score":0.07674014438753543,"num_words":23,"start":233.845,"end":254.36},{"sentences":[{"text":"No problem at all.","start":254.36,"end":255.08,"sentiment":"neutral","sentiment_score":0.1621614471077919},{"text":"So just before the May 10, see, do you think maybe around because Easter's in April the April as well.","start":255.08,"end":260.745,"sentiment":"neutral","sentiment_score":0.06069533061236143},{"text":"Maybe just after the Easter, we do that?","start":260.745,"end":264.045,"sentiment":"neutral","sentiment_score":0.043357201386243105},{"text":"Okay.","start":270.905,"end":271.405,"sentiment":"neutral","sentiment_score":0.07490625977516174},{"text":"Yep.","start":274.025,"end":274.32,"sentiment":"neutral","sentiment_score":0.08060221374034882}],"sentiment":"neutral","sentiment_score":0.06955642603776034,"num_words":34,"start":254.36,"end":274.32},{"sentences":[{"text":"Yep.","start":276.24002,"end":276.74002,"sentiment":"neutral","sentiment_score":0.07319280505180359},{"text":"Yep.","start":277.52002,"end":278.02002,"sentiment":"neutral","sentiment_score":0.210586279630661},{"text":"Perfect.","start":279.6,"end":280.1,"sentiment":"positive","sentiment_score":0.4985353946685791},{"text":"No.","start":280.4,"end":280.72,"sentiment":"neutral","sentiment_score":0.2687019407749176},{"text":"Not a problem at all.","start":280.72,"end":282.02002,"sentiment":"neutral","sentiment_score":0.3105254501104355}],"sentiment":"neutral","sentiment_score":0.28929374118645984,"num_words":9,"start":276.24002,"end":282.02002},{"sentences":[{"text":"I can organize those transactions without advice for you.","start":282.08002,"end":285.52002,"sentiment":"neutral","sentiment_score":0.27840303050147164},{"text":"Do you want me to do both of those up so you can sign them in advance, have them both, like, have everything ready to go?","start":285.52002,"end":291.10498,"sentiment":"neutral","sentiment_score":0.23584142040747863},{"text":"Yep.","start":292.76498,"end":293.085,"sentiment":"neutral","sentiment_score":0.15155743062496185},{"text":"Yep.","start":293.085,"end":293.485,"sentiment":"neutral","sentiment_score":0.23683270812034607},{"text":"Beautiful.","start":293.485,"end":293.88498,"sentiment":"positive","sentiment_score":0.5174376964569092}],"sentiment":"neutral","sentiment_score":0.25114031685026067,"num_words":38,"start":282.08002,"end":293.88498},{"sentences":[{"text":"And so you need 6,000 now, and was it 10,000 by the May 10?","start":293.88498,"end":297.90503,"sentiment":"neutral","sentiment_score":0.15842071335230554},{"text":"Eight.","start":299.32498,"end":299.565,"sentiment":"neutral","sentiment_score":0.02228136919438839},{"text":"So sorry, Andre.","start":299.565,"end":300.525,"sentiment":"neutral","sentiment_score":-0.01617895004649957},{"text":"I do apologize about that.","start":300.525,"end":302.04,"sentiment":"neutral","sentiment_score":-0.009112115949392319},{"text":"Beautiful.","start":302.04,"end":302.54,"sentiment":"positive","sentiment_score":0.4115646183490753}],"sentiment":"neutral","sentiment_score":0.10656827269122005,"num_words":24,"start":293.88498,"end":302.54},{"sentences":[{"text":"Beautiful.","start":304.04,"end":304.54,"sentiment":"positive","sentiment_score":0.4417082071304322},{"text":"Not a problem at all.","start":304.6,"end":305.56,"sentiment":"neutral","sentiment_score":0.2956399619579315},{"text":"I'll do up the transaction with an advice there for you, noting any of the risk of who were taking money out of super so you're aware that those funds are no longer invested, but staggering can definitely provide a little bit of a benefit there.","start":305.56,"end":315.975,"sentiment":"neutral","sentiment_score":0.2719677215361077},{"text":"Once you do sign that send it back to us, I'll get the funds withdrawn for you and the funds sold down to cash.","start":316.45502,"end":323.435,"sentiment":"neutral","sentiment_score":0.21750242511431375},{"text":"I just wanna double check to make sure we're utilizing the correct bank details.","start":323.655,"end":328.795,"sentiment":"neutral","sentiment_score":0.15918702366096632}],"sentiment":"neutral","sentiment_score":0.2431011082397567,"num_words":90,"start":304.04,"end":328.795},{"sentences":[{"text":"So if there won't be a second Now I'm gonna confirm the bank details for you, but I just need to turn the recording off.","start":329.655,"end":340.27,"sentiment":"neutral","sentiment_score":-0.07971175715327262}],"sentiment":"neutral","sentiment_score":-0.07971175715327262,"num_words":25,"start":329.655,"end":340.27}]}}]}],"paragraphs":{"transcript":"\nChannel 1: Welcome to IP Financial. This is Jacob speaking.\n\nChannel 0: Good morning, Jacob. This is Andre Masood. May I speak with either Dana or Kaden, please?\n\nChannel 1: Yeah. I can quickly check whether they're available, Andre. Just give me one second. I'll bring up your profile. Did you have a booking at all this morning, Andre, or\n\nChannel 0: Great.\n\nChannel 1: was it just\n\nChannel 0: No.\n\nChannel 1: a general\n\nChannel 0: No.\n\nChannel 1: question?\n\nChannel 0: I don't. I well, actually, I want to access some funds from my super, and I've been dealing with, obviously, Caden and Dana over the last few months as well.\n\nChannel 1: Okay, Andre. No worries at all. Before we do continue, I've just gotta run you through a quick security. So I'll get you to confirm your date of birth and current address for me, please.\n\nChannel 0: Twenty five twelve nineteen sixty, unit sixteen stroke eleven, Torrell Drive, Budroom, four, double five, six.\n\nChannel 1: Perfect. No worries, Andre. What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for you.\n\nChannel 0: Great.\n\nChannel 1: Alright. Thank\n\nChannel 0: Thank\n\nChannel 1: you.\n\nChannel 0: you.\n\nChannel 1: Welcome to Oakview Financial. At Oakview Financial, we use an innovative model of trust and long term holistic advice, revolutionizing the way financial planning is done. Our team is comprised of highly skilled, transparent financial experts, and our vision is to become the most trusted household name in financial planning throughout Australia. We thank you for your patience today and look forward to hearing how we can help you on your journey to reaching your financial goals when we return to your call. At Oakview Financial, we have founded our business on a number of key core values.\n\nThese values are clear and simple. We go the extra mile for clients. We are honest, have integrity, respect everyone, and bring a long term mindset to all our advice and strategies. And it is these values that shine through in all our communications and dealings with our clients. Thanks again for your patience.\n\nWe'll be with you in just a moment. Here at Oakview Financial, we're here to help you when it comes to investments, personal protection, and superannuation. When it comes to insurance, we work with many different insurers. Our expert personal insurance advisers take a holistic approach to navigating the insurance policies for your unique investment strategy. Focusing on protecting our clients and long term advice, we take the time to understand your personal goals and help you work towards them.\n\nA complete financial strategy includes preparing for loss of income, accidents, and preparing a structured strategy to achieve your retirement goals. Meanwhile, our superannuation advice provides clear, tangible steps for everyday Australians. We're not affiliated with the big bank. Good morning. This is Dana.\n\nChannel 0: Hello, Dana. This is Andre Masoon. How are you today?\n\nChannel 1: I'm good, Andre. How are you?\n\nChannel 0: I'm fine. Thank you. Thanks for taking my call.\n\nChannel 1: That's okay. Not a problem. How can I help you?\n\nChannel 0: Well, I'm I'm about to book a flight to The UK, and I'd\n\nChannel 1: Mhmm.\n\nChannel 0: like to access some funds from my super, please.\n\nChannel 1: Yeah. No problem at all. How much do you need?\n\nChannel 0: Okay. So I need two lots of payments.\n\nChannel 1: Mhmm.\n\nChannel 0: One as soon as possible for $6,000 and one before the May 10 for $8,000.\n\nChannel 1: Yep. Okay. And one before the May 10. Did you want both of them paid now? That way you have the funds ready to go, or did you want me to stagger them for you?\n\nChannel 0: Well, I I'm just thinking that, obviously, the money in the super is certainly a better option than money in my pocket.\n\nChannel 1: Yep.\n\nChannel 0: So yeah. No. I'd like them staggered. So the six now\n\nChannel 1: Yep.\n\nChannel 0: and\n\nChannel 1: Mhmm.\n\nChannel 0: the eight later.\n\nChannel 1: Yep. No problem at all. So just before the May 10, see, do you think maybe around because Easter's in April the April as well. Maybe just after the Easter, we do that?\n\nChannel 0: But I'll tell you what, I I need to have the funds in my account by the thirteenth to make a payment, which is why\n\nChannel 1: Okay.\n\nChannel 0: I suggest that the the the tenth, that way, gives me a couple\n\nChannel 1: Yep.\n\nChannel 0: of days in case as a hold up. So Friday\n\nChannel 1: Yep.\n\nChannel 0: the eighth, ideally.\n\nChannel 1: Yep. Perfect. No. Not a problem at all. I can organize those transactions without advice for you.\n\nDo you want me to do both of those up so you can sign them in advance, have them both, like, have everything ready to go?\n\nChannel 0: Yes. Yes.\n\nChannel 1: Yep. Yep. Beautiful. And so you need 6,000 now, and was it 10,000 by the May 10?\n\nChannel 0: Eight.\n\nChannel 1: Eight. So sorry, Andre. I do apologize\n\nChannel 0: That's okay.\n\nChannel 1: about that.\n\nChannel 0: Six\n\nChannel 1: Beautiful.\n\nChannel 0: now and eight then. Yeah.\n\nChannel 1: Beautiful. Not a problem at all. I'll do up the transaction with an advice there for you, noting any of the risk of who were taking money out of super so you're aware that those funds are no longer invested, but staggering can definitely provide a little bit of a benefit there. Once\n\nChannel 0: Yes.\n\nChannel 1: you do sign that send it back to us, I'll get the funds withdrawn for you and the funds sold down to cash. I just wanna double check to make sure we're utilizing the correct bank details. So if there won't be a second\n\nChannel 0: Mhmm.\n\nChannel 1: Now I'm gonna confirm the bank details for you, but I just need to turn the recording off.\n\nChannel 0: Okay.","paragraphs":[{"sentences":[{"text":"Welcome to IP Financial.","start":2.1599998,"end":3.52,"sentiment":"neutral","sentiment_score":0.17276668921113014},{"text":"This is Jacob speaking.","start":3.52,"end":4.74,"sentiment":"neutral","sentiment_score":0.13157907873392105}],"sentiment":"neutral","sentiment_score":0.1521728839725256,"channel":1,"num_words":8,"start":2.1599998,"end":4.74},{"sentences":[{"text":"Good morning, Jacob.","start":5.7599998,"end":6.74,"sentiment":"positive","sentiment_score":0.3439481059710185},{"text":"This is Andre Masood.","start":6.8799996,"end":8.1,"sentiment":"neutral","sentiment_score":0.2254539243876934},{"text":"May I speak with either Dana or Kaden, please?","start":8.24,"end":11.059999,"sentiment":"neutral","sentiment_score":0.13331910967826843}],"sentiment":"neutral","sentiment_score":0.1958457501605153,"channel":0,"num_words":16,"start":5.7599998,"end":11.059999},{"sentences":[{"text":"Yeah.","start":12.0,"end":12.24,"sentiment":"neutral","sentiment_score":0.10395467281341551},{"text":"I can quickly check whether they're available, Andre.","start":12.24,"end":15.235001,"sentiment":"neutral","sentiment_score":0.12617140263319016},{"text":"Just give me one second.","start":15.235001,"end":16.355,"sentiment":"neutral","sentiment_score":0.08624079972505569},{"text":"I'll bring up your profile.","start":16.355,"end":17.895,"sentiment":"neutral","sentiment_score":0.05927282348275185},{"text":"Did you have a booking at all this morning, Andre, or","start":18.595001,"end":22.035,"sentiment":"neutral","sentiment_score":0.06603944403204051}],"sentiment":"neutral","sentiment_score":0.08557759647568067,"channel":1,"num_words":30,"start":12.0,"end":22.035},{"sentences":[{"text":"Great.","start":21.965,"end":22.465,"sentiment":"neutral","sentiment_score":0.20208972692489624}],"sentiment":"neutral","sentiment_score":0.20208972692489624,"channel":0,"num_words":1,"start":21.965,"end":22.465},{"sentences":[{"text":"was it just","start":22.035,"end":22.595001,"sentiment":"neutral","sentiment_score":0.020238161087036133}],"sentiment":"neutral","sentiment_score":0.020238161087036133,"channel":1,"num_words":3,"start":22.035,"end":22.595001},{"sentences":[{"text":"No.","start":22.525,"end":22.845001,"sentiment":"neutral","sentiment_score":-0.09984909743070602}],"sentiment":"neutral","sentiment_score":-0.09984909743070602,"channel":0,"num_words":1,"start":22.525,"end":22.845001},{"sentences":[{"text":"a general","start":22.595001,"end":23.075,"sentiment":"neutral","sentiment_score":-0.10138999298214912}],"sentiment":"neutral","sentiment_score":-0.10138999298214912,"channel":1,"num_words":2,"start":22.595001,"end":23.075},{"sentences":[{"text":"No.","start":22.845001,"end":23.085,"sentiment":"neutral","sentiment_score":-0.15487535297870636}],"sentiment":"neutral","sentiment_score":-0.15487535297870636,"channel":0,"num_words":1,"start":22.845001,"end":23.085},{"sentences":[{"text":"question?","start":23.075,"end":23.575,"sentiment":"neutral","sentiment_score":-0.1283022165298462}],"sentiment":"neutral","sentiment_score":-0.1283022165298462,"channel":1,"num_words":1,"start":23.075,"end":23.575},{"sentences":[{"text":"I don't.","start":23.085,"end":23.645,"sentiment":"neutral","sentiment_score":-0.28229209780693054},{"text":"I well, actually, I want to access some funds from my super, and I've been dealing with, obviously, Caden and Dana over the last few months as 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sixteen stroke eleven, Torrell Drive, Budroom, four, double five, six.","start":43.345,"end":49.205,"sentiment":"neutral","sentiment_score":0.03815534117165953}],"sentiment":"neutral","sentiment_score":0.03815534117165953,"channel":0,"num_words":16,"start":43.345,"end":49.205},{"sentences":[{"text":"Perfect.","start":50.33,"end":50.57,"sentiment":"positive","sentiment_score":0.45329976081848145},{"text":"No worries, Andre.","start":50.57,"end":51.71,"sentiment":"neutral","sentiment_score":0.24457855025927225},{"text":"What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for 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off.","start":334.33,"end":340.27,"sentiment":"neutral","sentiment_score":-0.07131140844689475}],"sentiment":"neutral","sentiment_score":-0.07131140844689475,"channel":1,"num_words":18,"start":334.33,"end":340.27},{"sentences":[{"text":"Okay.","start":340.735,"end":341.235,"sentiment":"neutral","sentiment_score":-0.12980610132217407}],"sentiment":"neutral","sentiment_score":-0.12980610132217407,"channel":0,"num_words":1,"start":340.735,"end":341.235}]},"summary":{"result":"success","short":"The customer, Andre Masood, calls Oakview Financial to access funds from his super. The representative, Jacob, confirms his personal information and sends him a security message. The representative then discusses the company's values and provides advice on managing insurance policies and retirement goals. The customer requests staggered payments and confirms bank details before ending the call."},"intents":{"segments":[{"text":"I can quickly check whether they're available, Andre.","start_word":25,"end_word":32,"intents":[{"intent":"Check availability","confidence_score":0.09836016}]},{"text":"I well, actually, I want to access some funds from my super, and I've been dealing with, obviously, Caden and Dana over the last few months as well. Okay, Andre.","start_word":65,"end_word":94,"intents":[{"intent":"Access funds","confidence_score":0.9707807},{"intent":"Access funds","confidence_score":0.46153066}]},{"text":"Before we do continue, I've just gotta run you through a quick security. So I'll get you to confirm your date of birth and current address for me, please.","start_word":99,"end_word":127,"intents":[{"intent":"Confirm security","confidence_score":0.066814296}]},{"text":"Before we do continue, I've just gotta run you through a quick security. So I'll get you to confirm your date of birth and current address for me, please. Twenty five twelve nineteen sixty, unit sixteen stroke eleven, Torrell Drive, Budroom, four, double five, six. Perfect.","start_word":99,"end_word":144,"intents":[{"intent":"Schedule security call","confidence_score":0.00014965117}]},{"text":"Well, I'm I'm about to book a flight to The UK, and I'd Mhmm. like to access some funds from my super, please. Yeah.","start_word":486,"end_word":509,"intents":[{"intent":"Access funds","confidence_score":0.26821885}]},{"text":"But I'll tell you what, I I need to have the funds in my account by the thirteenth to make a payment, which is why Okay.","start_word":651,"end_word":676,"intents":[{"intent":"Make a payment","confidence_score":0.42485073}]}]},"sentiments":{"segments":[{"text":"Welcome to IP Financial. This is Jacob speaking.","start_word":0,"end_word":7,"sentiment":"neutral","sentiment_score":0.14755061268806458},{"text":"Good morning, Jacob.","start_word":8,"end_word":10,"sentiment":"positive","sentiment_score":0.3388004004955292},{"text":"This is Andre Masood. May I speak with either Dana or Kaden, please? Yeah. I can quickly check whether they're available, Andre. Just give me one second. I'll bring up your profile. Did you have a booking at all this morning, Andre, or Great. was it just No. a general No. question? I don't. I well, actually, I want to access some funds from my super, and I've been dealing with, obviously, Caden and Dana over the last few months as well. Okay, Andre. No worries at all. Before we do continue, I've just gotta run you through a quick security. So I'll get you to confirm your date of birth and current address for me, please. Twenty five twelve nineteen sixty, unit sixteen stroke eleven, Torrell Drive, Budroom, four, double five, six.","start_word":11,"end_word":143,"sentiment":"neutral","sentiment_score":0.02248593233525753},{"text":"Perfect.","start_word":144,"end_word":144,"sentiment":"positive","sentiment_score":0.45329976081848145},{"text":"No worries, Andre. What I'll do is I'll pop you on a quick hold, and I'll just see where the cadence available for you.","start_word":145,"end_word":168,"sentiment":"neutral","sentiment_score":0.18038250505924225},{"text":"Great. Alright. Thank Thank you.","start_word":169,"end_word":173,"sentiment":"positive","sentiment_score":0.4964761734008789},{"text":"you. Welcome to Oakview Financial.","start_word":174,"end_word":178,"sentiment":"neutral","sentiment_score":0.26910579204559326},{"text":"At Oakview Financial, we use an innovative model of trust and long term holistic advice, revolutionizing the way financial planning is done. Our team is comprised of highly skilled, transparent financial experts, and our vision is to become the most trusted household name in financial planning throughout Australia. We thank you for your patience today and look forward to hearing how we can help you on your journey to reaching your financial goals when we return to your call. At Oakview Financial, we have founded our business on a number of key core values. These values are clear and simple. We go the extra mile for clients. We are honest, have integrity, respect everyone, and bring a long term mindset to all our advice and strategies. And it is these values that shine through in all our communications and dealings with our clients. Thanks again for your patience. We'll be with you in just a moment. Here at Oakview Financial, we're here to help you when it comes to investments, personal protection, and superannuation.","start_word":179,"end_word":352,"sentiment":"positive","sentiment_score":0.465619962619639},{"text":"When it comes to insurance, we work with many different insurers.","start_word":353,"end_word":363,"sentiment":"neutral","sentiment_score":0.1791396290063858},{"text":"Our expert personal insurance advisers take a holistic approach to navigating the insurance policies for your unique investment strategy. Focusing on protecting our clients and long term advice, we take the time to understand your personal goals and help you work towards them.","start_word":364,"end_word":406,"sentiment":"positive","sentiment_score":0.3720090389251709},{"text":"A complete financial strategy includes preparing for loss of income, accidents, and preparing a structured strategy to achieve your retirement goals. Meanwhile, our superannuation advice provides clear, tangible steps for everyday Australians. We're not affiliated with the big bank. Good morning. This is Dana. Hello, Dana. This is Andre Masoon. How are you today?","start_word":407,"end_word":460,"sentiment":"neutral","sentiment_score":0.23509857058525083},{"text":"I'm good, Andre.","start_word":461,"end_word":463,"sentiment":"positive","sentiment_score":0.3578132092952728},{"text":"How are you? I'm fine.","start_word":464,"end_word":468,"sentiment":"neutral","sentiment_score":0.28872719407081604},{"text":"Thank you. Thanks for taking my call.","start_word":469,"end_word":475,"sentiment":"positive","sentiment_score":0.5040052533149719},{"text":"That's okay. Not a problem. How can I help you? Well, I'm I'm about to book a flight to The UK, and I'd Mhmm. like to access some funds from my super, please. Yeah. No problem at all. How much do you need? Okay. So I need two lots of payments. Mhmm. One as soon as possible for $6,000 and one before the May 10 for $8,000. Yep. Okay. And one before the May 10. Did you want both of them paid now? That way you have the funds ready to go, or did you want me to stagger them for you? Well, I I'm just thinking that, obviously, the money in the super is certainly a better option than money in my pocket. Yep. So yeah. No. I'd like them staggered. So the six now Yep. and Mhmm. the eight later. Yep. No problem at all. So just before the May 10, see, do you think maybe around because Easter's in April the April as well. Maybe just after the Easter, we do that? But I'll tell you what, I I need to have the funds in my account by the thirteenth to make a payment, which is why Okay. I suggest that the the the tenth, that way, gives me a couple Yep. of days in case as a hold up. So Friday Yep. the eighth, ideally. Yep.","start_word":476,"end_word":705,"sentiment":"neutral","sentiment_score":0.07060488430054292},{"text":"Perfect.","start_word":706,"end_word":706,"sentiment":"positive","sentiment_score":0.4985353946685791},{"text":"No. Not a problem at all. I can organize those transactions without advice for you. Do you want me to do both of those up so you can sign them in advance, have them both, like, have everything ready to go? Yes. Yes. Yep. Yep.","start_word":707,"end_word":751,"sentiment":"neutral","sentiment_score":0.24215352535247803},{"text":"Beautiful.","start_word":752,"end_word":752,"sentiment":"positive","sentiment_score":0.5174376964569092},{"text":"And so you need 6,000 now, and was it 10,000 by the May 10? Eight. Eight. So sorry, Andre. I do apologize That's okay. about that.","start_word":753,"end_word":778,"sentiment":"neutral","sentiment_score":0.07345223426818848},{"text":"Six Beautiful.","start_word":779,"end_word":780,"sentiment":"positive","sentiment_score":0.348186731338501},{"text":"now and eight then. Yeah.","start_word":781,"end_word":785,"sentiment":"neutral","sentiment_score":0.23292770981788635},{"text":"Beautiful.","start_word":786,"end_word":786,"sentiment":"positive","sentiment_score":0.4417082071304322},{"text":"Not a problem at all. I'll do up the transaction with an advice there for you, noting any of the risk of who were taking money out of super so you're aware that those funds are no longer invested, but staggering can definitely provide a little bit of a benefit there. Once Yes. you do sign that send it back to us, I'll get the funds withdrawn for you and the funds sold down to cash. I just wanna double check to make sure we're utilizing the correct bank details. So if there won't be a second Mhmm. Now I'm gonna confirm the bank details for you, but I just need to turn the recording off. Okay.","start_word":787,"end_word":903,"sentiment":"neutral","sentiment_score":0.1704122326695002}],"average":{"sentiment":"neutral","sentiment_score":0.1939420033650226}}}}