LITE

Want a Tool that’s Valuable for your Clients and Productivity Enhancing for You?

 


Provide your clients with a valuable planning resource and benefit from building trust while creating business efficiency and growth with selective information sharing.

Give your clients a helping hand to understand and manage their finances. Let them see five years into the future with one simple, easy to use financial planning tool.

Reports designed by you can be shared, allowing provision of educational content, product information, or segmental general advice.

 

 

Your clients can create a 5 year plan, including goals and intentions.

They receive detailed reports explaining:

  1. Current Financial Position
  2. Outcome of planned savings and investments
  3. Insurance Needs Evaluation

When clients share reports with your company, you can easily assess and deliver appropriate information or general advice.

Who can Financial Mappers LITE help?

Financial Corporations

Financial corporations can improve financial literacy and cement long term relationships.  You can provide a “GO TO SITE”, where your client stores their financial information and will use before making any financial choice.

Accountants Clients

Shared reports on client intentions, together with current and future cash flow projections, provide rapid assessment, allowing accountants to more efficiently give their expert guidance.

Mortgage Brokers Clients

With shared reports supplied by the client, not only do you save time in compiling this information, you know the client’s cash flows and intentions ensuring appropriate “best interest” outcomes.

Help Videos for Clients

These videos can be customised for your company

Manage My Investments

 

Debt Management

 

SMSF Management

 

Call us today:

1300 162 945

  

Or send us an inquiry

debt-management-report-interest-rate-risk-assessment

line-height: 1.3em;