Streamline Financial Advice
Both the consumer and the financial advice industry want a simpler and more affordable means of delivering advice to whose who are currently excluded.
Read article
Why modelling future interest rates on loans are important
We can’t predict when home mortgages will rise or fall, but it is helpful if you can consider a range of “What If”scenarios
Why is it important for everyone to have access to Financial Services
Most people in Australia have access to financial services, but some slip through the cracks.
Investment Fraud: Superannuation Lawyers Can Assist in Recovering Your Losses
Our guest, Myra Torp gives valuable insights into the problem of fraud and your Superannuation.
Retirement – A Guide to Successful Retirement
Planning for your retirement is likely to ensure that as the book says, your retirement will be successful.
Mortgage Brokers Embrace New Software for Debt Management
Mortgage Brokers who want a better understanding of their clients full financial information can now engage with their client using the software Advice Online.
When is the best time to start a Financial Plan
It is so easy to make excuses and not make decisions that may change your whole financial future.
Get Started with Investing
Good Financial Reads recommends this book for all those who have some of their wealth invested in the share market either with directly investing, managed funds or your superannuation.
The Accountant’s Dilemma
The dilemma for accountants is not knowing in advance their clients investment decisions. Find out how this dilemma can be solved.
Are your Tax Affairs ready for End of Financial Year
Have you prepaid the information your accountants requires at the end of the financial year.
What if Clients want Guidance Only in starting a Financial Plan
Younger clients are looking for financial adviser’s who can provide them with the level of advice they can afford,
Is your SMSF Fund Non-Compliant
June is the month to review all your income and expenses to ensure nothing has been omitted.
The Australian Guide to Wills + Estate Planning
Good Financial Reads recommends this book as an excellent resource regarding Wills and Estate Planning.
Avoiding the traps of HECS Debt
HECS debt can become a serious financial burden, if you don’t understand the implications of how the debt is calculated by the government.
What’s your (Financial) Dream
Financial Mappers can help you make your Financial Drams a reality
How will you spend your money in retirement?
To maximise your retirement income, you should prepare in advance.
Financial Services Industry not delivering to the public
There are 12.6 millions Australians with unmet financial advice needs. Advice Online will allow these people to be serviced by Financial Advisers.
Plencore Wealth is expanding to the International Market
Both Financial Mappers and Advice Online customised for specific countries. Country specific licences are available if required.
Economic Indicators 2024
Read what the experts are predicting for this year and how it may affect housing affordability.
Advice Online for Financial Advisers
Plencore Wealth has expanded their advice software to include Advice Online.
Do you know the advantages of paying down debt?
Find out the advantages of paying down debt
Employers support Financial Literacy for Employees
Providing financial literacy programs to employees has been shown to improve productivity in the workplace.
The Dangers of Living on Borrowed Money
Out of control debt can damage your long term financial situation.
How many monthly subscriptions do you have?
Paying for services you never use is a waste of money.
QAR Reforms include a new class of Qualified Adviser
Consumers will now have the choice of a Qualified Adviser or a Financial Adviser when seeking financial advice from a professional.
Your New Year Fintech Stack
The end of the year, is a good time for Financial Advisers to review their current Fintech Stack and see if there are options that may be of value with the anticipated changes to the way in which financial advice is delivered.
What do Clients want from their Financial Adviser?
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
Superannuation Funds preparing for entry to the Financial Advice Space
Big changes are expected in the Financial Services Industry, with Superannuation Funds likely to play a larger role in the financial advice space.
Solving the current impasse of providing limited financial advice to the young
With the government’s resolve to make financial advice available to young Australians, software is now available to enable delivery of affordable advice.
Solving the problem of providing affordable advice to consumers
Find a solution to providing affordable advice to everyday Australians.
QAR Supported by New Online Advice Software
Plencore Wealth announces the launch of its new software Advice Online, designed to meet the challenges of the QAR.
How to Stop Wasting Money
How to manage your money properly. How to deal with the psychological side of money as well as the economic and financial side of money. It’s very complex.
What is your Greatest Financial Failing
There are many simple things you can do to stop making financial mistakes.
Future Leaders of the Financial Services Industry
A wonderful evening of networking and learning was hosted by FINSIA’s Young Finance Professionals (YFP).
Buying Happiness
Kate Campbell presents compelling evidence to find happiness through better money managements.
How to pay your mortgage off in 10 years
Good Financial Reads recommends “How to pay your mortgage off in 10 years (even when interest rates are going up)” as valuable resource for both debt and money management.
Plan your Financial Future at the Start of a New Financial Year
The start of a new financial year is the perfect time to get your finances in order and create financial plan to secure your financial future.
Powerful Ways to Reclaim Control over Your Money
Valuable tips for how you can take control of your money.
The Ulysses Contract: How to never worry about the share market again
Good Financial Reads reviews “The Ulysses Contract: How to never worry about the Share Market again”.
How to survive the rental crisis
With the current rental crisis, prospective tenants need to ensure their past tenancy record will make them an attractive prospective tenant.
Taking your Business to the next Level: Best Next Steps for Growth
Strategies that will take your business to the next level and grow your business. Read suggestions by Joyce Wilson.
What does ChatGPT mean for the Financial Advice Industry
ChatGPT is likely to influence the way in which financial advice is delivered, but there are alternatives likely to deliver better outcomes.
New Zealand Financial Advisers – Prepare for Disruption
Australia is changing the way financial advice is delivered and there is likely to be a flow-on effect to New Zealand
Announcing our new product Financial Advice Online
Plencore Wealth is developing a new product to allow the Financial Services Industry deliver affordable and less complex financial advice.
Cashback Loans
With rising interest rates, banks are offering large cashback amounts to secure more customers. You need to research the full cost.
Near Death Experience – What will flash before your eyes?
A near death experience can sharpen your attention on matters relating to your finances.
Trial & Heirs – Famous Fortune Fights
Trial & Heirs gives great insights into famous people, and their heirs who have publicly battled in the courts, providing lessons for all.
Investing in She’s on the Money – Build your future wealth
A very good introduction to investing your money.
Money Queens – Rule your Money
The teen Girl’s Guide to Money. Money Queens – Rule your Money is recommended by Good Financial Reads.
Investment Clubs
The two types of investment clubs are for educational purposes and the second for pooled investing.
Real Estate Prices – Buying Real Estate
Market research before you purchase a property may save you costly mistakes. Understand why Real Estate Prices change for different reasons.
Funding a Gap Year
Have you explored the effect of taking extended leave from work? Have you considered time off for study, family duties or illness.
Two Centuries of Panic
Trevor Sykes, of Pierpont fame, writes a brilliant history of two centuries of corporate collapses in Australia.
Portfolio Management in Uncertain Times
Portfolio Management in these uncertain times is a challenge for all. Use our financial planning software to improve your asset management
Boost your Super
Superannuation is the cornerstone of your retirement funds. Learn how to boost your super and have more money to spend in retirement
Death of Email for Financial Advisers – Introducing the Client Portal
With increasing cyber security risks, financial advisers are moving to the use of Client Portals and not sending sensitive information through email.
Financial Mappers Pro Upgrade to improve Cyber Security
Financial Mappers Pro is pleased to announce it has upgraded its software to improve cyber security for financial advisers.
6 Key Benefits of Making a Financial Plan
Making a financial plan is not always easy, but it will give you a clear picture of your cash flow, savings, and expenses.
Top Things Every Landlord should know about Rental Property Insurance
If you have an investment property, it is essential to remember that unforeseen circumstances might cause a loss of rental income for landlords. Do you have the right rental property insurance to cover them?
New Year Resolution
Preparing your tax return should turn your attention to the state of your finances. Now is a good time to make a new financial resolution – Start a Financial Plan.
Rising Interest Rates
The RBA suggests that there are likely to be more increases in interest rates. How will this affect your loan payments?
Financial Mappers for New Zealand Financial Advisers
Financial Mappers Pro now accommodates financial advisers located in New Zealand and other countries.
Why You Need a Real Estate Investing Mentor
A Real Estate Investing mentor will assist property investors in finding the best property to suit their particular financial needs.
Real Estate Title Documents and What They Mean for your Investment
Before you purchase any Real Estate, it is important that you have checked the title to ensure you are buying what you think you are.
Ditch the Debt and Get Rich
This is book demonstrates the power of paying down personal debt and releasing funds better served for investing.
3 Financial Goals you should have for 2022
Setting Financial Goals will help achieve your short and long term goals.
The Best 50 Trading Tips of All Time
Frank Watkins writes a compelling set of tips for all share investors in his book “The Best 50 Trading Tips”.
Three ways to Invest in Real Estate
Discover more ways of investing in real estate apart from residential property.
Why do you need to secure a Land Title using Title Search
Searching for the Land Title is an important part of buying real estate.
Empowering Financial Advisers to Provide Affordable Advice
FinTech is providing Financial Advisers with more digital solutions for financial advice.
Bullet Proof Investing
James Fitzgerald brings a wealth of real estate knowledge to his book “Bullet Proof Investing – Gaining Financial Control in Uncertain Times”.
Saving for a Home
Saving for a home is much easier if you set yourself some rules about saving and when you can afford to purchase your new home.
Reasons Why Young People should Quit Work Retire Early
There is a movement among young people to save more at the start of their career so they have more options when they are older.
Millennial Trend to Quit Work Early
Millennials see the value in preparing for their retirement early, thus giving them many more choices as they get older.
Where have all the Orphaned Clients gone?
Dealer Groups appear to be telling their advisers to lose clients with a small investment base or who have low to average incomes. Such clients are called, “Orphaned Clients”.
The Pink Hard Hat
Louse Fitzgerald-Baker in her book “The Pink Hard Hat – A Woman’s Guide to Resilience” should prove a favourite with women who need help with getting their finances in order.
Practical Benefits of Employee Financial Literacy Programs
Employer sponsored financial literacy programs improve employee productivity. Find out how Financial Mappers can help
Movies and Money – Money Monster
Movies often help us understand the inner workings of Wall Street.
5 Life Planning Tips for the Novice
Financial Wellness is something everyone should strive for. Brittany Fisher explains how to improve your Financial Well.
No-Regrets Guide to Retirement
Patricia Howard, author of the No-Regrets Guide to Retirement is a totally engaging book.
Stocks on the Move
For any share investor, this book “Stocks on the Move” gives valuable insights into momentum trading.
Financial Mappers Brings KiwiSaver to Newland
New Zealand Financial Mappers can customize Financial Mappers for their cash flow modelling software
Does your Software answer the difficult Financial Planning Situations
Financial Mappers gives advisers new digital financial planning that will speed up the financial planning process and improve client engagement.
My Money Mentor
Bruce Christie is an excellent mentor to the young. This is the perfect gift for people who are starting to earn their first pay cheque.
Master your Super
According to author, Darren Kingdon, if you can “Master your Super” then you can drive your SMSF to big profits.
Christmas Countdown – Is your Money Ready
If you start saving for Christmas in September each year, you should not be left with overspending and debts for the New Year.
Financial Advisers Three Top Innovations to Demonstrate the Value you Add
Financial Mappers gives Financial Advisers a selection of digital financial planning and client engagement tools.
Millennials the Future of Financial Advice
Millennials offer Financial Advisers new challenges as they demand now methods of client engagement.
Together Australia brings Financial Literacy to National Prominence
Together Australia is promoting a National Financial Literacy Program with the help of Adviser Ratings.
Mortgage Brokers What’s Best Know your Client or Educate your Client
With Financial Mappers, Mortgage Brokers have two software types to increase client engagement and maintain long term client relationships.
Employers Remove Financial Stress for your Staff and see the Benefits
Employers who help their staff remove financial stress will reap the benefits with improved productivity.
Get the Right Help to handle the Conflicts and Confusion of Ageing
Explore the services that are available for relatives who are getting older and require assistance.
Affordable Accessible Advice for All Australians Who Want It
Financial Mappers enables those Financial Advisers who want to service large volume, low cost clients.
Life-First Advisor
This book, the “Life-First Advisor” is excellent reading for all financial advisors.
Aged Care Who Cares
“Aged Care, Who Cares” offers relatives of the elderly an excellent resource for managing their care.
Financial Review reveals threats to Financial Advisers
There are new threats to the financial services industry. Find out how Financial Advisers can protect themselves with new digital financial planning tools.
Is Early Release of Super a Good Idea?
Discover the long term effect of withdrawing Superannuation before retirement.
Personal Financial Meltdown What do I do NOW
When financial markets show signs of losing value or have already lost considerable value, there are actions you can take to protect your investments.
How will Coronavirus affect your Investments
In volatile and uncertain economic times, using financial planning software to set strategies to counter the effect may say you thousands of dollars.
Making Money Made Simple
“Making Money Made Simple” is a timeless book by Noel Whittaker and is the book that brought him to world attention.
Financial Mappers is a Partner at the FPA Congress 2019
Financial Mappers is a partner at the FPA Congress 2019
Client Engagement for Financial Advisors
Andy Marshall in his book “Client Engagement for Financial Advisors” is an excellent resource for all Financial Advisors.
Guru’s Guide to Self-Managed Super Funds
Grant Abbott offers and excellent guide to to trustees managing SMSFs.
Client Portal
The CEO of Financial Mappers explains the upgrade to the Financial Mappers Client Portal
Adviser Innovation Summit 2019
Glenis Phillips will be presenting a Demonstration of Financial Mappers Pro on stage at the Adviser Innovation Summit 2019
Financial Mappers is now Integrated with Worksorted
Financial Mappers is now integrated with the CRM Worksorted
Finametrica Risk Profiling Reveals the Mystery of Risk and Return
Explore Finametrica’s method of risk profile and see how risk profiling is accommodated in Financial Mappers
Smart Money Smart Kids
Smart Money Smart Kids is written by one of America’s most influential authors and his daughter. Excellent resource for anyone who wants to maintain low levels of debt.
A Bundle of Wisdom
A Bundle of Wisdom is a collection of four books written by Noel Whittaker. These four books are an excellent means of upgrading your financial skills for a very moderate cost.
Financial Mappers to Exhibit at the Business Accounting Expo
Visit Financial Mappers at the Accounting Business Expo 2019
Is Financial Stress Affecting your Health
Improving one’s financial management skills will relieve your financial stress. Learn how to get control of your spending habits.
No Sales No Sleep
If you are in the business of sales, this book give you plenty of ideas in you are in corporate banking or the financial services industry
Barefoot Investor for Families
The Barefoot Investor, Scott Pape delivers another excellent book to help families manage their money and ensure their children learn the same skills.
Why do Investment Markets have Bubbles
Paul Benson is an experienced Financial Adviser who also has a website called Financial Autonomy.
Financial Mappers Exhibits at SIBOS 2018
Financial Mappers has been invited to exhibit at the Fintech Australian HUB of SIBOS 2018 in Sydney
Interest Only Loans for Property Investors
While there may be advantages to use Interest Only Loans, investors should also consider the risks that may arise.
Excel or Financial Planning Software
Even in the hands of experts, Excel has limitations, including errors in formula. Financial planning software offers a a better solution for financial planning.
Adviser Innovation Summit 2018
Glenis Phillips of Financial Mappers will be demonstration Financial Mapper Pro on stage at the Adviser Innovation Summit 2018
Three Simple Strategies for your Dream Home
Finding the means to purchase your first home can be a struggle for many. Here are three simple strategies that will help you buy your first home.
Financial Planning for a Baby should start years before its arrival
Financial planning for a baby should start years before its arrival. Find out how you can save for when you income may drop after the arrival of your baby.
Will Financial Stress cause your Marriage Breakdown
Financial stress is listed as one of the top causes of marriage breakdown. Find out how to reduce financial stress and maybe help your relationship.
Falling Share Market Prices
Investors understand that share price will rise and fall. However, there may be able to plan for when price have a much greater fall than the usual cyclical market.
Investment Books recommended Holiday Reading
You’ll be spoilt for chooses when your read Good Financial Reads. list of holiday investment books.
FPA Professionals Congress 2017
Financial Mappers will be presenting at the FPA Congress 2017 in the Fintech Hub
Financial Planning Software: Is Financial Mappers best for me?
Explore the opportunities in Financial Mappers to create a financial plan. This is holistic cash flow modelling software.
Simplicity is the Ultimate Sophistcation
Leonardi da Vinci said “Simplicity is the Ultimate Sophistication”. At Financial Mappers we believe our software delivers on this statement.
Financial Mappers Event Partner at the IFA-CON for Independent Advisers
Financial Mappers is an Event Partner at the upcoming IFA-CON conference to be held in Sydney
Financial Mappers – Gold Partner at the Adviser Bootcamp
Financial Mappers is a Gold Partner at the Adviser Bootcamp for Mortgage Brokers
Movies and Money – Becoming Warren Buffett (The Documentary)
For anyone interested in knowing how Warren Buffet became one of the richest men in the world, this documentary will give you many insights into both his private and public life.
Investment Decisions: Look before you Jump with Financial Mappers
Investment decisions need careful planning before you purchase. With Financial Mappers you can test the likely outcomes of your investment before you buy.
Financial Mappers named in ‘SMART 100’ Index for 2017
Financial Mappers named in ‘SMART 100’ Index for 2017
Investing in the Right Property Now
Margaret Lomas as always offers sound advice in her book “Investing in the Right Property Now!”
How to take the Pain out of doing your Tax
The most efficient way to do your tax is to start preparation before the end of the financial year. This allows you to check that all your tax deductions and income are in order.
Test your Financial Plan before its too late
Sometimes investment decisions are made and later you may have doubts about that decision. If so you can use Financial Mappers to do some cash flow modelling and “What if” scenarios to decide if you should sell or hold the investment.
BOQ Hackathon – The Future of Fintech
David Phillips, CEO of Financial Mappers, was part of the winning team for the BOQ Hackathon.
5 Top Tips for Landlords renting in a High Vacancy Period
Managing your rental property can be easy if you follow some simple rules. Read about five good tips to manage your rental property.
Why are Financial Mappers exhibiting at CMSF2017 Conference
Financial Mappers will be exhibiting at the CMSF 2017 Conference, sponsored by the Australian Institute of Superannuation Trustee.
Financial Mappers to attend MYRIAD Festival
Financial Mappers will be exhibiting at the Myriad Festival, sponsored by Advance Queensland.
Gearing Shares Vs Property
Gearing is term for borrowing money to buy investments. You can purchase property, shares and ETFs using borrowed funds.
Credit Card Vs Debit Card
By using a Debit Card, you have to save the money before you can spend it. For many this will stop them from getting into long term credit card debt problems.
Favourite Share Trading Books and Authors
This article reviews a selection of Australian Share Trading books and their authors
Financial Mappers Offered to University Schools of Business for Financial Planning Courses
Financial Mappers has a comprehensive set of options for academic staff who want to use Financial Mappers for course work in their Financial Planning Courses.
The Snowball – Warren Buffett and the Business of Life
“The Snowball – Warren Buffett and the Business of Life” gives wonderful insights to Warren Buffett and his wife Suzie’s life.
Trading Secrets – Killer Trading Strategies
Trading Secrets one of many excellent share trading books written by Louise Bedford.
Subscribe to Newsletters – Are they Worthwhile?
Some Investment Newsletters provide a valuable information that is not freely available. However, there is a danger you can oversubscribe and not have time to read all the material.
Lessons and Musings from SMSF Trustee Empowerment Day
The SMSF Trustee Empowerment Day was a great opportunity for exposure to new ideas on how to invest in your SMSF.
Financial Habits we can learn from the Wealthy
It may be surprising to many that wealthy people often live modestly and their wealth has resulted from long-term investing.
Direct Property Ownership or Property Trust which is for you
For many there may be advantages to investing in a Property Trust rather than committing a large amount, often with large debts to purchase a property.
The Behaviour Gap – Simple Ways to Stop doing Dumb Things with Money
This book has a delightful set of sketches demonstrating “dumb things people do with money”.
Wills Do You Need One
There are many reasons why everyone needs a will if they want to have control over how their assets are distributed should they die.
When to Sell your Shares – Maybe it is just the “Wobbles”
It is normal for share prices to move through through cycles of upward and downward trends. Sometimes it is hard to decide if you should buy, sell or hold when share prices are falling.
Australian Investors Association
The Australian Investors Association is a great organization for like-minded investors. They organize regular monthly meetings and several conference each year.
Value.Able
For those who want a detailed explanation of how to invest in “Value Shares”, this is an excellent reference guide.
Budgeting for the New Financial Year
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…
Saving for your First Home with Financial Mappers
Here are four great tips for saving for your home deposit.
What’s involved with managing your own Super?
There are many obligations for the Trustees of a Self-Managed Superannuation Fund.
Movies and Money – The Big Short
The movie, “The Big Short” demonstrate how bubbles in real estate can form and the dire consequences when the real estate bubble bursts.
Robo Advisors Vs Financial Mappers
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.
Alternative Investment Ideas – Lego
Investing in toys such as Lego, can be profitable for those who understand the market and what items to choose for investment.
Getting Started with SMSF Terminology and Resources
Find out where you can access good resources to help you manage your SMSF.
Invest for your Future by Investing in Yourself
Investing in yourself with financial literacy programs and reading finance books will help you build a better financial future. Check out Good Financial Reads.
Why you should prepare a Financial Plan for the Future
Setting financial goals and testing how you will achieve those financial goals is very important for your financial wellness.
Travel Tips – How to keep your money safe when travelling
If you loose your money or credit card when travelling, it can be a disaster. Check out ways to keep your money safe when travelling.
25 Years of Whitt and Wisdom
An excellent review of changing economic circumstances over 25 years and how they affected management of money and finances.
Planning your Retirement Drawdown with Financial Mappers
A common question asked is “Will I have enough money to last my retirement years”. Now you can find out by using Financial Mappers.
Calculating how much you need to save for Retirement
To make sure you have enough money when you retire, creating a financial plan now is a good strategy.
Easy SMSF Strategy Mapping with Financial Mappers
Use Financial Mappers to explore your SMSF strategies. Your SMSF account is integrated into your holistic financial plan.
Get a Financial Grip – A Simple Plan for Financial Freedom
This is an excellent book for young people starting out on their financial journey.
Rental Tips – How to ensure you get paid on time
Do not let your tenants treat you as their personal lender. Find out how to ensure your tenants pay their rent on time.
Creating a diverse Investment Portfolio
A diversified portfolio of investments is likely to reduce the risk. If you have all you assets in one investment, the risk to your total wealth is high if that investment falls in value.
Maintaining your Income in Retirement
Planning in advance is likely to help you ensure you can maintain your income requirements in retirement.
How to prepare to see a Financial Advisor
To get maximum benefit from the time you spend with your Financial Advisor, you need to prepare for the meeting. Make sure you have all the information your Financial Advisor will require.
Controlling the Urge to Buy – Buy One & Throw One
One way to control your spending, ask yourself “What will I throw out, if I buy this item” then don’t buy it.
Teaching children to Budget using Clothes for the example
One practical way to teach your children budget skills may be to give them a clothes budget. Once the money is spent, there is no more.
Best Places to Retire in Australia
Are you looking for somewhere to retire? Here are some of the places considered the best place for retirees.
Why Young People should be thinking about Retirement
Young people who start saving for retirement early, give themselves many more options when they get older.
Investor Spotlight – Warren Buffett
Warren Buffett was one of the most influential people in the world for many years. His legacy is likely to live on for generations.
Budgeting 101 – Getting Started with Budgeting
If you want to improve your financial wellness, taking the time to create a budget is the first place to start.
Twenty Good Summers
This is my all time favourite book as it explains the balance between saving and enjoying those savings.
Infographic : What is Financial Mapping
This Infographic gives you all the information you need to know about financial mapping essentials in one place! If you want to share this infographic on your website, you can get the code here.
Good Debt Vs Bad Debt
Bad debt is generally considers buying things on credit that loose value. Good debt is generally considered debt used to purchase investments that may grow in value.
Asset Planning for Retirees
Retirees now live for a long time and need to give careful consideration as to the types of assets that will best meet their needs in retirement.
Take Control of Your Finances Today
If you want to improve your long term financial wealth, you must take control of your finances today. This may ensure your financial wellbeing in later years
What is a Robo-Advisor
Robo-advisors are increasing in popularity for simple investment selection. However, Financial Mappers offers investors a much more detailed means of selecting investments.
Limitations of Financial Calculators
Internet calculator have limitations for your financial calculations. Using cloud-based software is a better alternative.
The Investing Philosophy of a 92 year old Self Funded Retiree
This 92 year old self-funded retiree has a wealth of knowledge to share. Discover his rules for investing.
