Financial Planning Software for DIY Investors

Create your own financial plan

DIY Investors! Do you want to manage your investments, including Superannuation or SMSF, reduce your debt and plan your retirement income? Our cash flow management software helps you to create a personal financial plan.

Debt Management Overview

Do you need to reduce debt to create Financial Security?

Investments Overview

Are you a DIY Investor who wants to make the best decisions to get better returns?

Self-managed Super

Do you need a tool to ramp up your SMSF Investment planning?

Retirement Finances Overview

Want to see how long your retirement assets will last?

Best Financial Planning Tools

What financial planning software does for DIY Investors

  • Eliminate the guesswork and plan your finances like a pro. Reports are automatically generated to demonstrate your financial future.
  • Include Superannuation projections as part of your integrated retirement planning.
  • Cash flow modelling software designed to make long-term financial plans with personal, investment and superannuation are all integrated. Supported with Financial Literacy Program and Tutorials.

Which DIY Investor are You?

Do you want to manage your investments, including SMSF, reduce your debts or plan your retirement income?
DIY investors can create their own financial plan with financial mappers cash flow modelling software
family experiencing debt and late bill payments

When you take a look at the budget section of the software, you can see the impact of your loan repayments on the whole picture.  Experiment with loan repayments of various amounts over your chosen period of time, while reducing other expenses to keep your budget in the black.

I Want to Reduce My Debts

Debt reduces the money available for general living expenses and can be a serious issue. Eliminate guesswork. Plan your finances like a pro.

Create a Financial Plan to map out your expenses. FM Software will show you where the easiest areas are to reduce spending so you can pay down loans. It also shows you how much extra money you’ll have to live on once loans are all paid out.

What the software does

  • The Budget section of Financial Mappers allows you to enter all your living expenses.
  • After entering your salary, and your living expenses, you can see whether you have money left over, or whether you are constantly overspending.
  • The Credit Cards and Personal Loans section allows you to enter your current situation.

I want to plan my investment portfolio

Are you an Investor who wants to make the best decisions so that you get the best returns?

Use the forecasting power of Financial Mappers investment modelling to see where your investing could take you. This will create a model you can use to follow in real life, to reach your desired financial security and wealth destinations.

What the software does

  • Use Financial Mappers’ investment modelling tool to enter your future investing plans and SEE where they take you.
  • Enter your current financial position and create a VIRTUAL investment plan that uses funds allocated from your future salary each year to build your retirement nest egg. Adjust this until you love the forecasted outcomes.
  • Adjust future figures for lifestyle spending to ensure you enjoy the journey while you allocate future figures for investing.
  • Create multiple investment plans and generate Wealth Guidance Reports. The reports gives you questions to ask your Adviser.
father planting a tree with his don for self managed superannuation

I want to plan my Superannuation or SMSF (self-managed super)

Now you can create Investment Strategies for each stage of your life.

Use the forecasting power of Financial Mappers investment modelling to see where your investing could take you. This will create a financial plan you can use to follow in real life. Reach your desired financial security and wealth destinations.

What the software does

  • Financial Mappers allows detailed SMSF Investment Planning separate from your Retirement Accounts (Superannuation).
  • Enter strategies within your SMSF and see the calculated outcome of your plan on the future value of your SMSF. Adjust elements until your objectives are within reach.
  • Produce your Required Investment Plan using graphs from your SMSF Investment Plan.
  • You can also create an Employer Sponsored Superannuation Fund such as an Industry or Private Fund

I want to plan my retirement income

With longevity on the rise, people need to create a retirement plan to manage their finances for 30+ years.

Use the forecasting power of Financial Mappers to create a financial plan for your long-term future.

What the software does

  • Financial Mappers allows you to allocate how much you want to spend over different time periods in your retirement years.
  • Drawdown Superannuation and other assets as a layered income stream.
  • Discover how you may draw income from your investments.
  • If you have multiple investments, including Superannuation, you can customize in detail how and when you will access funds from each of them over time.
retired couple bikes caravan drawing superannuation

What's Your Dream?

Everyone has dreams.  The trick is to make your dreams a reality.

Financial Mappers will help you achieve all your dreams with a little financial planning.