Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Shows how all your finances are interconnected like an eco-system. Changing either debts, savings, spending or investments impacts all the others immediately. Plan life events like taking a gap year, working part-time or early retirement. Plan your investment strategies for buying and selling assets, debt management and superannuation. Plan where the money flows. Use modelling tools to consider “What if?” scenarios like “What is the effect of a sharp fall in the share market or property?”. Do an Insurance Needs Evaluation. There are over 20-reports generated for detailed information. Access our free Financial Literacy Program to get you started.
Reviews
4.5
out of 5 starsBrendan
36-45 years old"Great software to manage all my finances. It’s a pleasure to find a company that has an excellent support mechanism. Questions are answered immediately and followed up with a phone call if you still need help. Their help menus, videos and tutorials make it easy to get started immediately. This is professional level software used by financial advisers, but offered to the DIY investor at an affordable price. "
08 June 2020Gail
56-65 years old"What I liked about Financial Mappers was the free financial literacy program which taught me so much. I don't have a lot of money to invest, but Financial Mappers has helped me better manage what I have. I would recommend this for everyone. I have already saved the cost of the softway in the free Money Smart Tips in 3 minutes a Day. This made it easy for me to move on to using Financial Mappers so I could work out my budget and start a savings plan. I can now see how important it is to start saving now - rather than putting it off."
08 June 2020Graeme
75+ years old"There is plenty of software out there to track individual investments but very little when it comes to mapping out your financial position over the years to come, which is what most people should be worried about. This tool fills a real need in the market and I would thoroughly recommend it. You can model your entire financial position including investments and superannuation."
09 June 2020Dwaine
46-55 years old"As an ex-financial planner I was looking for modelling software so I could do my own financial planning. Financial Mappers is exactly what I was looking for and I can now do financial modelling similar to what I use to do for clients, at an affordable price. I use the software to do basic scenario modelling and also a comprehensive annual model to track our financial planning strategy. It has a good help guide, it is easy to use if you have a good amount of financial literacy, and the technical support is good. "
09 June 2020Adriaan
56-65 years old"Financial Planner embeds all the ATO rules for full life-cycle financial and retirement planning. The main benefit is that you can plan and analyse the impacts of various plan scenarios. The software is not simple. It is sophisticated and requires some practise to find your way around the modules. The software, however, is well documented with example scenarios, templates, and guides. Online Q&A help is available with quick response times (often within hours). I found Financial Planners fully prepared me efficient discussions with a financial planner and tax consultant. "
10 June 2020Glenda
56-65 years old"I am a Financial Coach and was delighted to find this tool. It allows detailed financial forecasting, and the ability to test outcomes of a range of different money growth strategies. I use it personally for my own strategic investment planning, and I recommend it to my clients. It is a brilliant motivator to see what could happen in the future by holding on to a specific percentage of one's income, and investing it in various ways. Many people have to see the outcome mapped out, in order to get started with investing for the future. This tool creates that vision."
10 June 2020Christoph
36-45 years old"I found Financial Mappers to be a very useful tool to document and simulate my various wealth management scenarios. "
12 June 2020Mark
46-55 years old"Financial Mappers is feature rich and great for sophisticated investor planning. Highly recommended for early 50's investor like myself."
26 June 2020Malcolm
46-55 years old"Financial Mappers is a great tool for financial modelling of your own financial future. It enables you to plan various senarios and give you the power to see 'what if'."
28 June 2020Bruce
66-75 years old"Once you listen to the video tutorials, Financial Mappers is relatively straight forward to use. The scope of the planning options and flexibility is extremely impressive and offers users the ability to analyse just about any scenario. I have and will continue to recommend it to family and friends who want to gain a real insight into the impact of their decisions on their financial future. "
04 September 2020Deepak
36-45 years old""Financial Mappers was relatively easy to use. The customer support options are quite good. Financial Mappers's service generally meet my expectations. I would definitely recommend it to friends.""
21 November 2022Videos
Screenshots
Article coverage:
Key information
- Category
- Budgeting
- Borrowing
- Saving
- Investing
- Superannuation
- Life Insurance
- Tax Planning
- Pension
- Aged Care
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Yes
- Fee structure
- Subscription
- Is there a free trial?
- Not Applicable
- Customer support
- Phone
- FAQ
- Date founded
- 14.08.2014.
- Company website
- Visit site
Start using Financial Mappers
How it works
Shows how all your finances are interconnected like an eco-system. Changing either debts, savings, spending or investments impacts all the others immediately. Plan life events like taking a gap year, working part-time or early retirement. Plan your investment strategies for buying and selling assets, debt management and superannuation. Plan where the money flows. Use modelling tools to consider “What if?” scenarios like “What is the effect of a sharp fall in the share market or property?”. Do an Insurance Needs Evaluation. There are over 20-reports generated for detailed information. Access our free Financial Literacy Program to get you started.
- Category
- Budgeting
- Borrowing
- Saving
- Investing
- Superannuation
- Life Insurance
- Tax Planning
- Pension
- Aged Care
- Type of help
- DIY Tool
- Where can I get this?
-
Financial Advisers
Online - Are there any other availability restrictions?
- Financial Mappers can be purchased online for DIY Investors. Some Financial Advisers may provide a version of the software as part of their service.
- Services Offered
-
- Will I learn what type of risk taker I am?
- Not Applicable
- Will it produce a financial plan?
- Yes
- What types of investments are available?
- Cash
Shares
Exchange Traded Products
Unlisted Managed Funds
Structured Products
Bonds
Direct Property - How many investment portfolio options are available?
- Not Applicable
- Where can I invest?
- Not Applicable
- Who manages my investments?
- Not Applicable
- In whose name are investments held?
- Not Applicable
- Is there professional research available on the investment options?
- Not Applicable
- Will it allow me to trade automatically?
- Not Applicable
- Will it automatically rebalance my portfolio?
- Not Applicable
- Will it provide reports on my investment performance?
- Yes
- Cash management account
- Not Applicable
- Automated alerts and updates
- Not Applicable
- Can I access other professional help through this service?
- No
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Online
- Account opening speed
- Immediate
- Will it capture my personal financial information automatically?
- No
- Will I be asked questions about my situation?
- No
- How fast can I get my invested money back?
- Not Applicable
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Type of customer
- Consumer
- Wholesale Investor (>$250k p.a income or $2.5m assets)
- SMSF
- Advice stage
- Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Implement Financial Plan
Review My Progress
Multiple Stages - What is the minimum amount I have to invest?
- Not Applicable
- What is the minimum amount I have to be earning?
- Not Applicable
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- Phone
- FAQ
- Who do I complain to as a last resort?
- Australian Financial Complaints Authority (AFCA)
What it costs
- Minimum contract period
- Not Applicable
- Free Trial
- Not Applicable
- Payment method
- Debit Card
- Credit Card
Is it legitimate & secure
- Trading name
- Who owns the company
- Plencore Wealth Ltd
- Who runs the business
- Plencore Online Pty Ltd
- Date founded
- 14.08.2014.
- Number of staff
- 6
- Security & Regulatory Compliance
-
- Will it verify my identity?
- No Identification Required
- Will it send me a confirmation security number to sign-up?
- Not Applicable
- Are my records destroyed when I leave?
- Not Applicable
- Is there detailed documentation about the product?
- Yes
- What company holds the financial license?
- Not Applicable
- Financial Services Guide?
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- 1300 162 945
- Address
- 135/37 Harbour Road Hamilton QLD 4007
- Social Media
Start using Financial Mappers
Brendan
36-45 years old"Great software to manage all my finances. It’s a pleasure to find a company that has an excellent support mechanism. Questions are answered immediately and followed up with a phone call if you still need help. Their help menus, videos and tutorials make it easy to get started immediately. This is professional level software used by financial advisers, but offered to the DIY investor at an affordable price. "
08 Jun 2020Customer opinions
Gail
56-65 years old"What I liked about Financial Mappers was the free financial literacy program which taught me so much. I don't have a lot of money to invest, but Financial Mappers has helped me better manage what I have. I would recommend this for everyone. I have already saved the cost of the softway in the free Money Smart Tips in 3 minutes a Day. This made it easy for me to move on to using Financial Mappers so I could work out my budget and start a savings plan. I can now see how important it is to start saving now - rather than putting it off."
08 Jun 2020Customer opinions
Graeme
75+ years old"There is plenty of software out there to track individual investments but very little when it comes to mapping out your financial position over the years to come, which is what most people should be worried about. This tool fills a real need in the market and I would thoroughly recommend it. You can model your entire financial position including investments and superannuation."
09 Jun 2020Customer opinions
Dwaine
46-55 years old"As an ex-financial planner I was looking for modelling software so I could do my own financial planning. Financial Mappers is exactly what I was looking for and I can now do financial modelling similar to what I use to do for clients, at an affordable price. I use the software to do basic scenario modelling and also a comprehensive annual model to track our financial planning strategy. It has a good help guide, it is easy to use if you have a good amount of financial literacy, and the technical support is good. "
09 Jun 2020Customer opinions
Adriaan
56-65 years old"Financial Planner embeds all the ATO rules for full life-cycle financial and retirement planning. The main benefit is that you can plan and analyse the impacts of various plan scenarios. The software is not simple. It is sophisticated and requires some practise to find your way around the modules. The software, however, is well documented with example scenarios, templates, and guides. Online Q&A help is available with quick response times (often within hours). I found Financial Planners fully prepared me efficient discussions with a financial planner and tax consultant. "
10 Jun 2020Customer opinions
Glenda
56-65 years old"I am a Financial Coach and was delighted to find this tool. It allows detailed financial forecasting, and the ability to test outcomes of a range of different money growth strategies. I use it personally for my own strategic investment planning, and I recommend it to my clients. It is a brilliant motivator to see what could happen in the future by holding on to a specific percentage of one's income, and investing it in various ways. Many people have to see the outcome mapped out, in order to get started with investing for the future. This tool creates that vision."
10 Jun 2020Customer opinions
Christoph
36-45 years old"I found Financial Mappers to be a very useful tool to document and simulate my various wealth management scenarios. "
12 Jun 2020Customer opinions
Mark
46-55 years old"Financial Mappers is feature rich and great for sophisticated investor planning. Highly recommended for early 50's investor like myself."
26 Jun 2020Customer opinions
Malcolm
46-55 years old"Financial Mappers is a great tool for financial modelling of your own financial future. It enables you to plan various senarios and give you the power to see 'what if'."
28 Jun 2020Customer opinions
Bruce
66-75 years old"Once you listen to the video tutorials, Financial Mappers is relatively straight forward to use. The scope of the planning options and flexibility is extremely impressive and offers users the ability to analyse just about any scenario. I have and will continue to recommend it to family and friends who want to gain a real insight into the impact of their decisions on their financial future. "
04 Sep 2020Customer opinions
Deepak
36-45 years old""Financial Mappers was relatively easy to use. The customer support options are quite good. Financial Mappers's service generally meet my expectations. I would definitely recommend it to friends.""
21 Nov 2022Customer opinions
Start using Financial Mappers