Financial Mappers is goals-based financial modelling software, 
initially designed for consumer use. 
All financial and lifestyle choices are interlinked. 
We show personal and investment finances to be like an ecosystem.
Any alteration in one part impacts every other part.
You can create a completely different financial pathway with a single click. 
Extensive modelling tools allow cash flow modelling and demonstration of an infinite 
number of “what if” scenarios; including historical or economic cycle changes.
Multiple short reports aid in improving financial literacy; and assessing risk. 
You can examine different outcomes, 
and then choose the optimal pathway; or seek further advice.
Let me demonstrate. Here we have a set of investment properties.
When the user changes the inputs, it recalculates every account in the plan. 
You can model future events such as buying and selling a home. 
The extensive list of modelling tools shows the effects of external factors. 
The effect of rising interest costs on loan payment cash flows .
gives the before and after result.
Here is another example. 
This shows what may happen if there is a sharp downturn 
in share prices at the start of retirement.
Financial Mappers Pro is for Financial Advisers, 
Mortgage Brokers, and Accountants.
The adviser quickly understands his client’s full finances, goals and intentions.
Face to face the advisor works with the client, 
demonstrates scenario options, and they make choices together. 
Our customizable report builder allows quick generation of SOA’s 
or specific guidance reports.
Financial Mappers brings great practice efficiency; and builds client trust
It demonstrates that risks are understood; 
and that the client’s best interests are paramount.
Using the optional Pro Connect feature; the advisor can share a plan with the client.
The plan can then be copied; readjusted as forgotten goals are included;
and the implications understood.
The adviser can then comment and finalize the plan.  
Annual reviews could be conducted on line.
Financial Mappers is ideal for advisers wishing to provide low cost partial,
or scaled advice to the mass affluent market.
An adviser can supply a Pro Connect account to a younger or low net worth client. 
The client inputs his details, does some modelling  and receives reports, 
including loans and insurance reports. 
The client generates his own plan which he shares with his adviser on line.
The adviser makes adjustments and recommendations. 
Adviser income from the semi-automated advice could be supplemented 
by insurance and brokerage commissions.
More importantly, Financial Mappers 
connects the adviser with those not being currently serviced, 
and with his next generation of full-service clients.
Tech-savvy clients now demand low fees, collaboration and convenience.
Financial Mappers LITE is designed for Enterprise use.
The LITE version provides the customer with a branded 5-year version
of Financial Mappers 
which includes a list of his intentions for the next 12-months.
The value of understanding his finances; and the planning ability; 
is so valuable to the customer,
that he gladly inputs his information. 
By doing so he has created a Personal Financial Hub. 
From this portal; he will seek information to assess any future financial decisions.
The Holy Grail for Enterprise is: 
Knowledge of a customer’s full finances and cash flows
 
Knowledge of the client’s immediate needs, intentions and goals.
The ability to assign each customer to a very specific market segment.
The Enterprise can then supply targeted advice or product information 
to the customer via the reports; or by other methods.
The Enterprise branded Personal Financial Portal connects the loyal customer 
directly to other enterprise products or advice. 
Financial Mappers LITE is ideal to create a semi-automated 
online advice business for the mass market. 
Research has shown that the consumer wants advice, 
but is only willing to pay $300 per annum for limited advice.
A national online H&R Block type advice service could be 
with Financial Mappers.  
Financial Mappers underlying engine 
is prepared for connectivity, and international use . 
