Financial Mappers: Gold Partner at the Adviser Bootcamp Digital Marketing for Mortgage Brokers

Financial Mappers: Gold Partner at the Adviser Bootcamp Digital Marketing for Mortgage Brokers

Adviser Bootcamp Digital Marketing - Financial Mappers Is A Gold Partner

Financial Mappers is pleased to announce that we will be a Gold Partner at the upcoming Adviser Bootcamp (Digital Marketing) for Mortgage Brokers conference which is to be held in Brisbane (22nd August), Sydney (24th August) and Melbourne (31st August).

Financial Mappers PRO is a financial modelling tool that provides a platform for Mortgage Brokers to easily capture and assess their clients’ entire financial situation. It also allows them to see the impact of loan structuring on that complete situation. Consideration can be given to the long term outcomes required by clients, and which investment borrowing options will best deliver those outcomes. Shared access to the Financial Mappers platform means that client goals and preferences can be entered and adjusted by the client and/or broker. Furthermore, they can both clearly see the modelled future outcomes of entered strategies.

Financial Mappers provides instant graphs, charts and reports on the screen, showing the impact of single investing and borrowing decisions on the clients’ whole future financial outcomes.

Where the broker does not require the account sharing capability, they could be a Referral Partner, where the broker can recommend the product to their clients. The broker who is a registered Referral Partner can then include a discount coupon which allows the client to purchase their retail copy of Financial Mappers at a discount. This allows their client to create a plan incorporating all their loan information and create a 5-Year Loan Report which can be emailed to the broker.

Financial Mappers is a powerful marketing tool for Mortgage Brokers whether they want to utilize the full features of Financial Mappers Pro or to refer their clients to use Financial Mappers as their own tool.

The Adviser, from Momentum Media lists these as the reasons for attending the conference:
• Develop the overall architecture of a digital strategy and how to tie all the pieces together.
• Implement easy-to-use low-cost strategies to attract more business in less than 15 minutes a day.
• Master the basics of SEO to take your Google ranking to that top spot.
• Write Facebook ads that convert and sell.
• Find partners who can help you grow your strategy cost effectively and efficiently.
• Discover what success in the digital market looks like from some of Australia’s top brokers.

If you are coming to the conference, please come and say hello. If you can’t make the conference, please contact us through the website, and we will arrange a demonstration.

Alternatively, watch our special promotion video made for the conference – Financial Mappers for Mortgage Brokers.

Glenis Phillips, SF Fin

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.


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