Add details of an Emergency Cash Account to Financial Mappers which is cash flow modelling software for investors, Financial Advisers, Accountants and Mortgage Brokers.
Add details of a Home Ownership and Home Loan to Financial Mappers which is cash flow modelling software for investors, Financial Advisers, Accountants and Mortgage Brokers.
Joint financial plan showing Plan Objectives and Strategy to achieve objectives using Financial Mappers Cash Flow modelling software.
Personal Budget displaying Income, Tax, Personal Loan Expenses, Lifestyle Goals and Insurance Premiums.
Allocating one annual value for Living Expenses in the Budget in all versions of Financial Mappers.
Entering current financial details, starting with Salaries, in the Starting Position for this cash flow modelling software
Financial Adviser reviewing Plan Objectives, Main Strategy, General Comments and Milestones in Financial Mappers Pro. financial planning software
Financial adviser selecting Reports in Financial Mappers Pro cash flow modelling software.
The Report, Assets and Liabilities displays the information in 10-yearly columns using present value and future value.
Cash Flow Summary Report displays income and expenses over 10-yearly periods. Slide shows income during the Savings Phase in Future Value.
Financial Adviser using Financial Mappers Pro to create a client plan using the selected accounts on the Planner Page.
Financial Advisers using Financial Pro shows the first three types of default financial reports being displayed.
Statement of Advice report generated by a Financial Adviser using Financial Mappers Pro software moving through the contents one section at a time.
Excel Financial Calculators in Financial Mappers to assist calculations not provided in the software.
Calculate Means Tested Pension according to Asset Test and Income Test in Financial Mappers software.
Means Tested Pension Thresholds for Asset Test and Income Test in Financial Mappers cash flow modelling software.
Screenshot of Data view of Retirement Plan, showing Drawdown Allocation and accounts from which Drawdown is funded in Financial Mappers.
Screenshot of Retirement Plan by Drawdown Allocation and by Funding Accounts, including Means Tested Pensions in financial planning software
Screenshot of allocating a Drawdown amount for Retirement Income in Financial Mappers software
Separate Personal Cash Flows to Investment Cash Flows in Financial Plan on the software financial Planner Page.
Screenshot selecting Sample Financial Plans in Financial Mappers software. Copy to your account for practice, or downloading a PDF Tutorial for additional assistance.
Screenshot of what if scenarios using cash flow modelling tools in Financial Mappers Financial Planner software.
Screenshot report types generated by a Financial Mappers’ Financial Plan software, including additional reports generated in Financial Mappers Pro.
Screenshot Key Indicator Graphs showing graphs for Salary, Allocation of Salary, Transaction Account Balance and Drawdown Funding in Financial Mappers software.
Screenshot dashboard to review your Financial Mappers’ Financial Plan using a slider to move from year to year for the length of the plan.
Screenshot of reaching Financial Targets in Financial Plan software using face icon to determine if Financial Targets have been exceeded, matched or not reached.
Screenshot page where you set Financial Targets in a Financial Mappers Financial Plan and measure results against the target value for Investments, Home Ownership and Superannuation.
Screenshot Transaction Account in Retirement showing income streams from superannuation and investments.
Screenshot Financial Mappers cash flow modelling software. Transaction Account processes all investment transactions, including home ownership and Superannuation.
Screenshot Retirement Plan. Drawdown in Retirement funded by Superannuation and Investments Accounts displayed as graph and data formats.
Screenshot. Create a Retirement Plan in Financial Mappers, showing Drawdown of Superannuation, Investment Income and Investment Capital in Retirement as graph and data.
Screenshot of managing drawdown of Superannuation in Retirement using Financial Mappers cash flow software for investors, Financial Advisers, Accountants and Mortgage Brokers.
Software screenshot creating a Superannuation Account in a Financial Plan, using Financial Mappers cash flow modelling software.
Screenshot creating an Investment Plan using Financial Mappers software for management of Home ownership, Investments and Superannuation.
Screenshot. Adding a Lifestyle Goal such as Car Replacement or Saving for a Holiday in Financial Mappers cash flow modelling software for DIY Investors, Financial Advisers, Accountants and Mortgage Brokers.
Add details of a Share Portfolio to Financial Mappers cash flow modelling software for investors, Financial Advisers, Accountants and Mortgage Brokers.
my financial plan screenshot
screenshot financial starting position
screenshot financial plan
screenshiot financial objectives and strategy
screenshot financial mappers dashboard