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At last! Financial Planning Software for Investors and Advisers who want to make the Best Financial Decisions.

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Our Financial Planning Software is a cloud based Financial Modelling Tool that calculates and reveals the numbers you need to see, in order to make your best decisions for future investing, retirement planning, or retirement cash flow management.

Your best decisions mean a high likelihood of you reaching your financial objectives.

What kinds of numbers?

Future Projections for:

  • Capital Growth, of home and investments (both inside and outside of superannuation)
  • Loan Repayment duration and annual debt servicing ratios
  • Personal Cash Flow – that is – income, living expenses, amounts allocated to investing
  • Investment asset rates of return
  • Annual investment income and expenses
  • Annual Asset Allocation percentages
  • Amounts to drawdown from investments to fund retirement lifestyle
  • . . . . . . . and more

The numbers that answer these questions:

  • How much will I need for a comfortable retirement?
  • When can I retire?
  • How much will my superannuation be worth, by the time I reach retirement age?
  • Which asset investment mix will give me the retirement income that I want?

You now have access to a crystal ball with controls on it!

Financial Planning Software

Need to create an Investing Plan?

Enter your decisions about asset purchases and sales over your chosen future time frame, then hit the button to instantly see where your decisions take your future asset values, asset allocations, loan repayments, and cash flows.

Are your Investing Goals Reached?

Keep adjusting your investing decisions until the numbers that you need show up for major goals, or retirement asset values.

Then, you know exactly what decisions to make, and actions to take – for real!

Need to do some Retirement Planning?

Enter your current and planned future investment asset decisions into the software, and then enter drawdown decisions for various time frames within your future retirement plan. Which assets will you sell, and when, and how much each year? How much income can you expect to receive from held assets each year? Hit the button and instantly see how much income these decisions generate for each future year of your retirement plan.

Are your desired lifestyle expenses each year covered by these calculated incomes?

Keep adjusting your future drawdown strategy until the numbers you need show up for income in each year of your future retirement plan.

Then, you know exactly what decisions to make, and actions to take – for real!

Are you a Self Directed Investor who

Would love to be able to use the kind of Financial Planning Software that only Financial Advisers have had access to in the past, to add intelligence to your decisions?

Would love to have more certainty about your investing decisions – and whether your chosen strategy really will allow you to reach your financial objectives?

Loves the idea of a structured way to test your investing decisions with a Virtual Investing Plan?

Actively manages your own Self Managed Super Fund for asset growth and would love to create future projections to show outcomes for certain investing decisions?

Financial Planner Software

Financial Reporting Tools

Take the guesswork out of Investing and transform your investing decisions into a modelled Investing Plan. Now you have a Blueprint to follow each year!

Financial Planning Software

Financial Planning Software

Clearly communicate your advice outcomes so that your client’s decisions are easy. Skyrocket the value of your advice and build lasting client relationships.

Are you a Financial Adviser who

Offers a cash flow modelling service to assist your clients decision making, and is looking for an easy and effective way of communicating the modelled outcomes to your clients?

Is frustrated with the modelling capability of your current Financial Planning Software and wants something that is quicker and easier to use?

Wants to start adding Modelling to your business service and is looking for the best way to do this?

Assists your clients to invest in their Self Managed Super Fund, or manage their SMSF drawdown plan, and wants to be able to show your forecast model to enhance their decision making and understanding of your advice ?

Are you a Finance Broker who

Has a holistic investment service offering to assist clients who are serial property investors to make the best investment borrowing decisions?

Has a focus on educating your clients to manage their loans in order to reach their long term financial goals, and is looking for a tool to make this easier?

Wants to ensure that your clients borrow sustainably and appropriately for the size of their income and personal spending?

Works with clients who are borrowing for property as part of their SMSF investing strategy?

Financial Planning Software

Financial Planning Software

Add value to your service by empowering your clients to understand their entire cash flow capability, and make their decisions for their future investment borrowing

If you answered “Yes!” find out more by clicking the button.

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Benefits of Financial Mappers Financial Planning Software:

No more guessing whether investment strategies will work.

Make financial decisions ahead of time, and watch their calculated outcomes

Easy to read and understand graphs and reports showing the results of your input financial decisions

View your future Asset Allocation, Asset Values (including property, shares, funds, cash, and bonds) Loan Values and Retirement Values

Stress test the created model for fluctuations in interest rates, capital growth rates, inflation etc.

Your entered plan calculates a model which is a blueprint for future investing and drawdown action

Plans and their calculated models can be shared between advisers and their clients and staff, for multiple inputs

How is Financial Mappers different to other Financial Planning Software?

This is Retirement Planning Software that considers the user’s complete financial situation, including personal cash flows, as well as investment asset holdings (both inside and outside their retirement accounts).

It can be used by self-directed investors, to manage their investment and retirement planning with or without liaison with Advisers

Instant graphs and reports show on screen for fast and easy communication of the outcomes of entered financial decisions. This allows instant decision-making to adjust plan details until desired outcomes are achieved

Holistic complete scenario modelling means that changing any one plan entry detail causes the whole financial model to be recalculated and the total result outcome is shown.

Printable reports, and PDFs are generated for future reference and inclusion in Statements of Advice.

 

 

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