New Investment Modelling Tool Launched for SMSF’s

New Investment Modelling Tool Launched for SMSF’s

 

New Investment Modelling Tool Launched for SMSF’s

financial planning software for SMSF

 

Miranda Brownlee of SMSF Adviser, has written an article about Financial Mappers upgrade of their SMSF account. 

Please read her story on the SMSF Adviser.

 

SMSF Tutorial

The SMSF Adviser will publish a series of four articles written by me, the designer of Financial Mappers.  As they are published fortnightly, they will be added to this news article.  Here I will explore the how the SMSF account is integrated into a plan with the all other investments

Financial Mappers has delivered a very powerful tool for Self-Managed Superannuation trustees and SMSF specialist advisers.  For those who would like a Tutorial on how it works, please watch this 10-minute video.  This video is using Financial Mappers Pro, and a fictitious company called Good Advice.

 

SMSF Tutorial

 

SMSF Cash Flow Modelling gives the numbers you need for the best decisions

 

Advanced cash flow modelling software for advisers and SMSF specialists gives immediate answers to the difficult questions and brings tremendous practice efficiency, time and cost savings.

Read more, click on the image…

 

SMSF cash flow modelling software

 

Can you integrate your SMSF advice into your client’s wealth journey?

Integrated SMSF advice to clients allows members of a multi-disciplinary practice to share and work towards a common goal.  The SMSF need not be treated separately from the client’s total finances.

Read more, click on the image …

 

Integrated SMSF advice with cash flow modelling software

 

Cash flow modelling software to lower practice costs fro SMSF specialists

Do you need to reduce your costs?  Personal cash flow modelling software will save time, lower practice costs and improve client understanding.

Read more, click on the image …

SMSF financial planning software

 

Rethining your client engagement

Client engagement is the key to long term success for any advisory practice.  By delivering what clients now demand, word of mouth referrals will grow.

Read more, click on the image …

 

SMSF client engagement

 

 

Introducing the Educational Client Portal for your eSOA and eReview

Financial Mappers is developing a digitally delivered Statement of Advice and Client Review aimed at improving the clarity of the reports and suppliment the reports with educational content.

 

 

financial planning software for SOA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 www.financialmappers.com.au.I 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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