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Add details of an Emergency Cash Account to Financial Mappers which is cash flow modelling software for investors, Financial Advisers, Accountants and Mortgage Brokers.

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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.

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Joint financial plan showing Plan Objectives and Strategy to achieve objectives using Financial Mappers Cash Flow modelling software.

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Personal Budget displaying Income, Tax, Personal Loan Expenses, Lifestyle Goals and Insurance Premiums.

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Allocating one annual value for Living Expenses in the Budget in all versions of Financial Mappers.

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Entering current financial details, starting with Salaries, in the Starting Position for this cash flow modelling software

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Financial Adviser reviewing Plan Objectives, Main Strategy, General Comments and Milestones in Financial Mappers Pro. financial planning software

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Financial adviser selecting Reports in Financial Mappers Pro cash flow modelling software.

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The Report, Assets and Liabilities displays the information in 10-yearly columns using present value and future value.

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Cash Flow Summary Report displays income and expenses over 10-yearly periods. Slide shows income during the Savings Phase in Future Value.

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Financial Adviser using Financial Mappers Pro to create a client plan using the selected accounts on the Planner Page.

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Financial Advisers using Financial Pro shows the first three types of default financial reports being displayed.

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Statement of Advice report generated by a Financial Adviser using Financial Mappers Pro software moving through the contents one section at a time.

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Excel Financial Calculators in Financial Mappers to assist calculations not provided in the software.

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Calculate Means Tested Pension according to Asset Test and Income Test in Financial Mappers software.

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Means Tested Pension Thresholds for Asset Test and Income Test in Financial Mappers cash flow modelling software.

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Screenshot of Data view of Retirement Plan, showing Drawdown Allocation and accounts from which Drawdown is funded in Financial Mappers.

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Screenshot of Retirement Plan by Drawdown Allocation and by Funding Accounts, including Means Tested Pensions in financial planning software

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Screenshot of allocating a Drawdown amount for Retirement Income in Financial Mappers software

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Separate Personal Cash Flows to Investment Cash Flows in Financial Plan on the software financial Planner Page.

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Screenshot selecting Sample Financial Plans in Financial Mappers software. Copy to your account for practice, or downloading a PDF Tutorial for additional assistance.

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Screenshot of what if scenarios using cash flow modelling tools in Financial Mappers Financial Planner software.

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Screenshot report types generated by a Financial Mappers’ Financial Plan software, including additional reports generated in Financial Mappers Pro.

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Screenshot Key Indicator Graphs showing graphs for Salary, Allocation of Salary, Transaction Account Balance and Drawdown Funding in Financial Mappers software.

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Screenshot dashboard to review your Financial Mappers’ Financial Plan using a slider to move from year to year for the length of the plan.

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Screenshot of reaching Financial Targets in Financial Plan software using face icon to determine if Financial Targets have been exceeded, matched or not reached.

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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.

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Screenshot Transaction Account in Retirement showing income streams from superannuation and investments.

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Screenshot Financial Mappers cash flow modelling software. Transaction Account processes all investment transactions, including home ownership and Superannuation.

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Screenshot Retirement Plan. Drawdown in Retirement funded by Superannuation and Investments Accounts displayed as graph and data formats.

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Screenshot. Create a Retirement Plan in Financial Mappers, showing Drawdown of Superannuation, Investment Income and Investment Capital in Retirement as graph and data.

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Screenshot of managing drawdown of Superannuation in Retirement using Financial Mappers cash flow software for investors, Financial Advisers, Accountants and Mortgage Brokers.

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Software screenshot creating a Superannuation Account in a Financial Plan, using Financial Mappers cash flow modelling software.

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Screenshot creating an Investment Plan using Financial Mappers software for management of Home ownership, Investments and Superannuation.

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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.

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Add details of a Share Portfolio to Financial Mappers cash flow modelling software for investors, Financial Advisers, Accountants and Mortgage Brokers.

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my financial plan screenshot

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screenshot financial starting position

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screenshot financial plan

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screenshiot financial objectives and strategy

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screenshot financial mappers dashboard

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Software screenshots

Disclaimer: Financial Mappers does not have an Australian Services License, does not offer financial planning advice, and does not recommend financial products.

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