Impress your clients. Visually.
Help them identify the gaps in their financial health and see the impact of real-life scenarios and how the proposed solutions can help them.
More productive appointment.
Get an overview of your client’s financial life laid out in minutes. Spend less time crunching numbers and focus on finding the best solutions for them.
No more estimated numbers.
GoalsMapper charts provide the highest resolution for financial planning allowing you to create a precise picture of your client’s financial status.
Increase professionalism
Value add to more demanding and better-informed clients. Create interactive discussions through scenarios and plans comparison.
What happens if your client’s suffer from disability or a closed family member pass on? How will they be affected financially?
Use visuals to present your clients’ financial needs as they strive to achieve their goals or when unexpected life events occur. Showcase your solutions to address their financial gaps.
Handle objections with precise and accurate projections of problems and solutions.
Powerful goal templates simplify time-consuming and cumbersome data entry.
Analyse the financial impact of the same goal at different age in a few clicks.
Change the way your client experience financial planning. No more boring reports, tables and charts. The GoalsMapper Dashboard allows you full control and flexibility to make the discussion with your client really productive and interactive.
Financial planning has never been easier. In just a simple seven steps, GoalsMapper maps out your client’s financial goals and capabilities to precision. Clients will be amazed when they see their financial goals instantly unfold in front of their eyes.
Meeting a client with lots of existing plans is no longer a concern, because you can input existing plans into the charts to complement your recommendations. This makes GoalsMapper an excellent tool for client’s annual financial review as well.
The online access allows you to meet your clients anywhere. High-fidelity data encryption technology is used to ensure data security. You also do not have to worry about misplacing your client’s information or storage of physical records anymore.
Life is full of changes, and GoalsMapper cater for such scenarios. Whether it is the sale of a property or an early retirement of a spouse, the scenario feature allows you to plan for it. You can provide quality financial advice without the fear of uncertainty.
GoalsMapper allows you to include your recommendations (including financial products) in a simple yet interactive manner. The client can instantly see how your recommendations will improve his chances of attaining his financial goals. This significantly increases the chances for your clients to say ’Yes!’ to your recommendations.
We have developed a financial planning process known as GoalsMapping, which is designed to help you realistically achieve ALL of your life’s financial goals within the time frame that you want.
With the emergence of new technologies in the financial and insurance sectors, many financial advisers fear that their livelihoods may be threatened. However, the future may not be as bleak as some believe.
You’ve probably heard some version of this story before. And chances are, you would choose to escape the burning house with the goose.
Having a huge amount of debt forces you to be a slave to your money. Bogged down with repayments, you will not be able to achieve what you want in life. What’s more, the possibility of you losing your job – and hence be unable to service your debts – will constantly weigh on your mind.
