Financial Mappers | Software
Financial Mappers
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25.01.2022 Financial Mappers has been in the news lately find out what the Financial Standard had to say about our involvement in the development of a digital RoA for the FPA https://www.financialstandard.com.au//fpa-launches-new-roa
25.01.2022 Saving for the Future with Free Calculators. Is time on your side. https://www.financialmappers.com.au/saving-for-the-future-/
24.01.2022 Mortgage Brokers can be a very powerful resource to grow your wealth through property investing. https://www.financialmappers.com.au/mortgage-brokers-whats/
24.01.2022 If your are a Financial Adviser, I recommend you read my last Book Review, "The Life-First Adviser" in Good Financial Reads. https://www.financialmappers.com.au/life-first-advisor/
23.01.2022 Every adviser is time-poor, however they should keep up to date with the release of White Papers for Financial Advice. https://www.financialmappers.com.au/financial-advice-white/
22.01.2022 Risk Profiling is a great way to understand your attitude to financial risk. https://www.financialmappers.com.au/finamentrica-risk-prof/ f
21.01.2022 Financial Mappers has now integrated with CRM, Worksorted. https://www.financialmappers.com.au/financial-mappers-is-n/
20.01.2022 Saving for your home during COVID The program Clever Money brought to you by Together Australia gives great insights into how to manage your money during COVID. This video showcases how Same and Jenna engaged a Financial Adviser just prior to COVID. Find out how they have managed to progress their savings for a home during these difficult financial times.... https://youtu.be/bETY9Zj0jqw
19.01.2022 For those approaching retirement or have already reached this milestone, I would recommend reading "The No-Regrets Guide to Retirement" by Patricia Howard. https://www.financialmappers.com.au/no-regrets-guide-to-re/
17.01.2022 David Phillips is a serial investor. In regard to the current personal financial meltdown, he asks: What do I do NOW? https://www.financialmappers.com.au/personal-financial-mel/
17.01.2022 The Affordable Interactive Online Adviser It is obvious that all consumers increasingly conduct commercial interactions online. Even intensively personal consultations with their doctors can be done online. Financial advisory services are the standout industry in failing to keep up with consumer demands. Many financial advisory services have utilized new technologies, but the benefits are mostly about improvements in back-office efficiency and investment management. ... Many advisers are aware of the necessity to engage with clients online. Will your clients remain satisfied with a zoom or phone meeting coupled with emailed documents, and information websites or blogs? What if a single software could assist in transitioning your practice towards working with clients online. Wouldn’t it be even better if this brings not only great efficiency in the planning process, but enables you to truly interact with your clients online, as they wish. One exciting new technology can enable online demonstration of plans and alter any part of the plan in response to a client query? Even better if your reports are generated and altered at the same time. What if you could ensure your client fully understands all the implications of your advice, and your true value is quite apparent? Perhaps you may be concerned that integration with your current software may be difficult, costly, or disruptive. You may be thinking that your staff will resist changes to current practices. I encourage you to explore the magic of Financial Mappers, in moving towards online servicing of clients at your own pace. Later you may expand your engagement to a wider range of clients. David Phillips CEO Financial Mappers
16.01.2022 Scott Cundill interviews Glenis Phillips on how Financial Mappers is improving practice efficiencies. Find out more and watch the interview. https://www.financialmappers.com.au/affordable-accessible-/
16.01.2022 "A Bundle of Wisdom" is a collection of four books by Noel Whittaker. This is the Best Value $20 can buy. https://www.financialmappers.com.au/bundle-of-wisdom/
16.01.2022 For all those young people looking to purchase their first car, take a couple of minutes to read what Bruce Christie of Money Mentoring has to say about the "Best Way to buy Your First Car". https://moneymentoring.com.au/best-way-to-buy-your-first-c/
16.01.2022 Our CEO, Dr David Phillips is following the fallout of Coronavirus from both a physical health and investment health prospect. Here, David gives some advice on how to fill in your spare time while in self-isolation to develop better money management skills. https://www.financialmappers.com.au/learn-how-to-reset-you/
15.01.2022 Do you need help with your financial literacy skills? Ask your boss to consider providing you with the tools you need to get on top of your money problems. They may even fund a 5-Years Savings plan. https://www.financialmappers.com.au/employers-remove-finan/
14.01.2022 Here at Financial Mappers we have been busy updating our Self Managed Superannuation Fund. Check out these two videos.
14.01.2022 With the holiday season just around the corner, it is time to think about your budget. https://www.financialmappers.com.au/christmas-countdown-is/
13.01.2022 If you are a Financial Adviser, find out how you can demonstrate the value you add to clients. https://www.financialmappers.com.au/financial-advisers-thr/
13.01.2022 Understanding the values and drivers of Millennials is the first step in positioning your financial advisory firm for the future. https://www.financialmappers.com.au/millennials-the-future/
12.01.2022 Find out how to get many more good summers from article published by Wellness Daily about our Financial Literacy Program - Money Smart Tips in 3-Minutes a Day. https://www.wellnessdaily.com.au//how-many-good-summers-do
12.01.2022 Read my latest book review - Smart Money Smart Kids. It's time to take on board some good financial advice and teach your children what you have learned.... https://www.financialmappers.com.au/book-review-smart-mone/
12.01.2022 I would like to introduce Bruce Christie, retired Financial Adviser and author of My Money Mentor. He has written the perfect introduction to the world of finance for your children. https://www.financialmappers.com.au/my-money-mentor/
12.01.2022 Financial stress can affect your health. Improving your money management skills can help. Read our latest blog post to get tips on how you can alleviate your financial stress.
12.01.2022 Book Review: No Sales No Sleep by Mark Swain. https://www.financialmappers.com.au/no-sales-no-sleep/
11.01.2022 News of the Coronavirus spread grows scarier every day. The virus is even affecting your investments. Find out what you should know: https://www.financialmappers.com.au/how-will-coronavirus-a/
09.01.2022 Have you seen our latest post? https://www.financialmappers.com.au/barefoot-investor-for-/
08.01.2022 If you are a Financial Adviser in New Zealand, it may be time to look for some new financial planning software. https://www.financialmappers.com.au/financial-mappers-brin/
08.01.2022 The SMSF Adviser has published the second of a 4-part series, detailing how Financial Mappers can help the SMSF Specialist to engage more efficiently with clients. This article addresses the issue of integrating SMSF information with all the client's finances and how to collaborate with team members is a multi-disciplinary practice. Can you integrate your SMSF advice into your client's wealth journey? https://www.smsfadviser.com//17925-can-you-integrate-your-
08.01.2022 Are you interested in Aged Care? If so read my latest Good Financial Read, "Aged Care Who Cares?" by Rachel Lane and Noel Whittaker. https://www.financialmappers.com.au/aged-care-who-cares/
07.01.2022 If you are a Financial Adviser, are you completely satisfied with your financial planning software. Maybe it is time to look for better options? https://www.financialmappers.com.au/does-your-software-ans/
07.01.2022 Would you like a discounted ticket to attend the Adviser Innovation Summit 2019. Glenis Phillips, designer of Financial Mappers will be on stage demonstrating how Financial Mappers Pro will enable online digital advice, making financial advice affordable and accessible to all. https://www.financialmappers.com.au/adviser-innovation-sum/
07.01.2022 This book I have just reviewed on Financial Mappers is the perfect reference book for either SMSF Trustees or Advisers. Check out Grant Abbott's Book "The Guru's Guide to Self-Managed Super Funds" - https://www.financialmappers.com.au/gurus-guide-to-self-ma/
06.01.2022 SMSF Cash Flow Modelling gives the Numbers you Need for the Best Decisions. Today Financial Mappers commences the first of 4-part series on SMSF in the SMSF Adviser. https://www.smsfadviser.com//17892-smsf-cash-flow-modellin
04.01.2022 Please join Financial Mappers as the Business Accounting Expo at Darling Harbour, Sydney 20-21st March, 2019. https://www.financialmappers.com.au/business-accounting-ex/
04.01.2022 A hot topic of conversation this week is whether or not one should take early release of Super if their income has been affected by the government lockdown due to COVID-19. https://www.financialmappers.com.au/is-early-release-of-su/
03.01.2022 Financial Advisers are joining the Together Australia campaign to improve Financial Literacy. Some advisers have already implemented their own programs. Find out more. https://www.financialmappers.com.au/advisers-can-make-a-di/
03.01.2022 Cash flow modelling software to lower practice costs for SMSF specialists Today the SMSF Adviser published the third of four articles by Glenis Phillips, the Designer of Financial Mappers. Do you need to reduce your costs? Personal cash flow modelling software will save time, lower practice costs and improve client understanding.... https://www.smsfadviser.com//17964-cash-flow-modelling-sof
03.01.2022 Do you need some tips on how to protect your share portfolio in a severe market downturn? This book review may point you in the right direction. https://www.financialmappers.com.au/stocks-on-the-move/
02.01.2022 Have you prepared for the final stages of your retirement or are you helping elderly parents transition from the home to Aged Care? This is a very complex process and should prepare for the event well in advance. https://www.financialmappers.com.au/aged-care-conflicts-an/
02.01.2022 Do you want the opportunity to win $100,000 and learns lots about how to manage your money. Support "Together Australia" and together we can all be in a better financial situation. https://www.financialmappers.com.au/together-australia-bri/
01.01.2022 Explore all the features of our SMSF account in Financial Mappers.
01.01.2022 Financial Advisers have been given digital tools that will make financial advice affordable and accessible to all. As a consumer, if that is what you want, talk to your adviser now. https://www.financialmappers.com.au/financial-review-revea/
