Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
In this article, we share our top tips for budgeting for the new financial year, from creating a financial forecast to discussing money matters with your partner, setting savings goals, and using a budgeting app or financial planning tool. So the end of the financial year is over, phew! You’ve probably had a few celebratory…
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Robo-Advisors may help for investors with simple needs, however, Financial Mappers may be a better alternative for those who want to learn more about managing their investments.
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