A recent upgrade of Financial Mappers Pro accommodates financial advisers located outside Australia. Our software is now fully customized for New Zealand Financial Advisers.
This upgrade allows the software to use the default values for a specific country. In New Zealand, the following is available:
New Zealand Tax Rates and Rules
New Zealand Superannuation
KiwiSaver
New Zealand Historical Data
The software opens new opportunities for New Zealand Financial Advisers to expand their business model.
Watch Video
Watch the above video, to find out more.
Glenis Phillips SF FIN – Designer of Financial Mappers
Disclaimer:Financial Mappers does not have an Australian Services License, does not offer financial planning advice, and does not recommend financial products.
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.