FM-Lite Main Points
In response to questions asked by potential clients, we have compiled this list of main points.
- There is a 7-Day Money Back Guarantee if decide the software does not meet your needs.
- The software you are purchasing has the same as Financial Mappers Pro but does not have the adviser’s platform where multiple client plans can be generated.
- To get you started quickly, the software provides you with Getting Started Guide, Sample Plans and Tutorials. Over the first 90-days you will receive a series of emails to lead through the features of the software.
- Subscriptions are annual and you do not need to renew at the end of the year. However, for $29.95 it makes sense to keep the software for you to use for many years to come and your circumstances change.
- Your privacy is safe. If you choose, you do not need to enter DOB or contact details. We just need your name and email to create the account. You can also print reports that do not include your name.
- You do not need to enter any bank account details or other sensitive information.
- The software is cloud-based and as such your plans are saved on a secure server in Australia.
- For Financial Advice, you should seek advice from a registered professional. Financial Mappers can print comprehensive reports to use with your adviser, but these reports do not give financial advice.
- Financial Mappers does not recommend or sell financial products.
- Your contact details will not be shared
- The software Includes Tutorials and Financial Literacy Program
- If during registration, the wrong email is entered, you will not receive the confirmation email to register. If this should occur, contact support[at]financialmappers.com.au and we will fix the problem.
