Paying for services you never use is a waste of money.
Consumers will now have the choice of a Qualified Adviser or a Financial Adviser when seeking financial advice from a professional.
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.
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
Big changes are expected in the Financial Services Industry, with Superannuation Funds likely to play a larger role in the financial advice space.
With the government’s resolve to make financial advice available to young Australians, software is now available to enable delivery of affordable advice.
Find a solution to providing affordable advice to everyday Australians.
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.
Good Financial Reads reviews “The Ulysses Contract: How to never worry about the Share Market again”.
Strategies that will take your business to the next level and grow your business. Read suggestions by Joyce Wilson.
ChatGPT is likely to influence the way in which financial advice is delivered, but there are alternatives likely to deliver better outcomes.
Australia is changing the way financial advice is delivered and there is likely to be a flow-on effect to New Zealand
Plencore Wealth is developing a new product to allow the Financial Services Industry deliver affordable and less complex financial advice.
A near death experience can sharpen your attention on matters relating to your finances.
A very good introduction to investing your money.
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 is pleased to announce it has upgraded its software to improve cyber security for financial advisers.
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?
Financial Mappers Pro now accommodates financial advisers located in New Zealand and other countries.
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.
Searching for the Land Title is an important part of buying real estate.
FinTech is providing Financial Advisers with more digital solutions for financial advice.
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.
Employer sponsored financial literacy programs improve employee productivity. Find out how Financial Mappers can help
Financial Mappers gives advisers new digital financial planning that will speed up the financial planning process and improve client engagement.
Financial Mappers gives Financial Advisers a selection of digital financial planning and client engagement tools.
Together Australia is promoting a National Financial Literacy Program with the help of Adviser Ratings.
With Financial Mappers, Mortgage Brokers have two software types to increase client engagement and maintain long term client relationships.
Employers who help their staff remove financial stress will reap the benefits with improved productivity.
Explore the services that are available for relatives who are getting older and require assistance.
Financial Mappers enables those Financial Advisers who want to service large volume, low cost clients.
There are new threats to the financial services industry. Find out how Financial Advisers can protect themselves with new digital financial planning tools.
Financial Mappers is a partner at the FPA Congress 2019
Financial Mappers is now integrated with the CRM Worksorted
Explore Finametrica’s method of risk profile and see how risk profiling is accommodated in Financial Mappers
Visit Financial Mappers at the Accounting Business Expo 2019
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.
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.
Explore the opportunities in Financial Mappers to create a financial plan. This is holistic cash flow modelling software.
Financial Mappers is an Event Partner at the upcoming IFA-CON conference to be held in Sydney
Financial Mappers is a Gold Partner at the Adviser Bootcamp for Mortgage Brokers
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 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
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.
Managing your rental property can be easy if you follow some simple rules. Read about five good tips to manage your rental property.
Financial Mappers will be exhibiting at the CMSF 2017 Conference, sponsored by the Australian Institute of Superannuation Trustee.
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” gives wonderful insights to Warren Buffett and his wife Suzie’s life.
The SMSF Trustee Empowerment Day was a great opportunity for exposure to new ideas on how to invest in your SMSF.
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.
This book has a delightful set of sketches demonstrating “dumb things people do with money”.
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.
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…
Find out where you can access good resources to help you manage your SMSF.
Setting financial goals and testing how you will achieve those financial goals is very important for your financial wellness.
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.
A common question asked is “Will I have enough money to last my retirement years”. Now you can find out by using Financial Mappers.
To make sure you have enough money when you retire, creating a financial plan now is a good strategy.
This is an excellent book for young people starting out on their financial journey.
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.
Young people who start saving for retirement early, give themselves many more options when they get older.
This 92 year old self-funded retiree has a wealth of knowledge to share. Discover his rules for investing.