Redefining Financial Planning

To empower everyone to make better financial decisions

Seeing growth when others don't

The success of a financial consultant depends on his or her ability to bring real value to clients. To be competent in his or her work, a financial consultant has to develop a multitude of skill sets and a growth mindset. More importantly, financial consultants need to see growth even when their clients don’t.

As a former financial consultant, Co-founder Dato’ Wayne Chen understands the power of insights. He was driven to turn his insights into a solution that could help fellow financial consultants in the same situation – digitising the financial consultancy industry and enhancing value creation for financial consultants.

Together with Co-founder Pok Xiao Guo, GoalsMapper’s dream team was conceived. Having amassed over a decade of experience in the software industry, particularly in system architecture, design and infrastructure, Xiao Guo had the technological smarts to create value for users.

By combining the Co-founders’ diverse experiences, coupled with a common goal to empower individuals in making well-informed financial decisions, GoalsMapper saw its inception in 2018. Its purpose was to chart new territory for the financial consulting industry.

In the same year, GoalsMapper was named one of the top 10 startup finalists at the Dsion Startup Challenge 2018. Its triumph continued in 2019, where it was awarded the InsurTech of the Year 2019 at the 4th Asia Trusted Life Agents & Advisers Awards.

Our Values

Integrity

We strongly uphold the principles of honesty, trustworthiness and ethics at work and in the community we operate.

Innovation

We innovate to seek breakthroughs to build better lives for People and their Future.

Efficacy

We design and build solutions to enable our clients to deliver their services effectively and professionally.

Diversity & Inclusion

We value openness and respect every opinion.

Our Milestones

Creative Business Cup Runner-Up

Nov 2018

DSION Startup Challenge 2nd Runner-up

Dec 2018

InsurTech of the Year Winner

Aug 2019

Expansion into Malaysia & Thailand

Sep 2019 / Feb 2020

Singapore FinTech Association Certification

Apr 2020

ISO/IEC 27001:2013 Certification

Jun 2021

Expansion into the Philippines

Sep 2021

Conducted a third-party audit to conform with the MAS-TRM Guidelines

Oct 2021

SFF Global FinTech Awards (Singapore Founder) Winner

Nov 2021

Insurance Business Asia 5-Star Technology Awards Winner

Feb 2022

Expansion into Indonesia

Apr 2022

Data Protection Trustmark Certification

May 2022

Our Founders

Dato' Wayne Chen

CEO & Co-Founder

Dato’ Wayne Chen has a strong passion for entrepreneurship and started investing his time in multiple businesses across industries such as events, training and human resources since 2007, with more than $23 million turnover annually.

Under his leadership, in less than 2 years, GoalsMapper has more than 2,000 subscribers and was awarded InsurTech of the Year. We have also expanded our footprints across South-East Asia in Malaysia and Thailand, by localising our platform with a reliable distribution channel.

He is a strong believer in contributing back to society and has been a grassroot volunteer for more than 10 years and he sets an example to the younger generation by encouraging them to give back to society in their own ways.

Pok Xiao Guo

CTO & Co-Founder

Xiao Guo has amassed more than a decade of practical experience in the software industry, focusing on system architecture, design and infrastructure.

As the Assistant Chief Technology Officer of StreetSine, a Singapore-based tech start-up he was responsible for the successful delivery of several web and mobile software projects, supporting a customer base of more than 10,000 users. Additionally, Xiao Guo was the Chief Technology Office of Golden Equator Capital and Consulting where he achieved more than 1 million in revenue in the first year of business.

Xiao Guo’s role in GoalsMapper is to focus on technology infrastructure and oversee new product development. He and his team constantly develop new products that adhere to industry security standards to position GoalsMapper at the forefront of technology.

Join Our Team

We believe it takes great people to make a great product. That’s why we hire not only the perfect professional fits, but people who embody our company values. The result? A unique culture that has employees saying their favorite thing about working here is each other.

* Internships are available all year round

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Business Development Manager (Full Time)

Core Responsibilities

Business Development: Establish collaboration opportunities to enhance company’s value and achieve company’s vision and missions

Sales and Marketing: Source for new clients & Presentation to clients

Clients Engagement: Develop and implement solutions to increase product/solutions usage

Lead and Manage: Lead, coach, mentor, train, motivate and influence everyone in the organization to achieve company’s vision and mission

Administrative matters: Create and maintain client records, invoices, credit notes and other documents necessary to track performance and results

Perform other related duties as required

Job Specifications

Diploma certifications

2-3 years of sales and management experience

Demonstrate ability to handle work professionally, independently and efficiently

Able to plan, research, analyze, propose and implement solutions effectively

Good interpersonal skills and able to interface with all levels, internally and externally in a professional and responsive manner

Timely and accurate output deliverance

Proficient in Microsoft Word, Excel and PowerPoint

Key Deliverables

$250,000 new sales each year

Attain 80% user retention rate

Full Stack Developer (Full Time)

Core Responsibilities

Be part of the team to influence the product roadmap.

Participate in the design of new products and features.

Collaborate with CTO on the architecture and development of new product features.

Talk to clients and users and find ways to improve the product.

Manage the deployment infrastructure and release of product features.

Job Specifications

Bachelor degree in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Strong background in web development and web design and is familiar with CSS, ReactJS, Redux, Django Python and Postgresql Databases

Experience with RESTful web services design, development and integration with SaaS

Experience with the Agile development methodology, source control (such as Git)

Highly motivated, organized and able to multi-task

Excellent problem solver and communicator

Know how to work hard and play hard

Have the passion to create value for end-users

Full Stack Developer (Intern)

Core Responsibilities

Be part of the team to influence the product roadmap.

Participate in the design of new products and features.

Collaborate with CTO on the architecture and development of new product features.

Talk to clients and users and find ways to improve the product.

Manage the deployment infrastructure and release of product features.

Job Specifications

Current undergraduates in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Strong background in web development and web design and is familiar with CSS, ReactJS, Redux, Django Python and Postgresql Databases

Experience with RESTful web services design, development and integration with SaaS

Experience with the Agile development methodology, source control (such as Git)

Highly motivated, organized and able to multi-task

Excellent problem solver and communicator

Know how to work hard and play hard

Have the passion to create value for end-users

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner

Timely and accuracy in delivering outputs

Proficient in Microsoft Word, Excel and PowerPoint

UIUX Product Design & Customer Experience (Intern)

Core Responsibilities

Define and implement product strategy to keep business innovative, relevant and improve customer experience

Conduct product positioning and concept design through market and customer research, collaborative ideation and consolidated requests

Manage agile product roadmap and features prioritization through business and customer research insights

Engage stakeholders in leadership, research, data and support and coordinate across teams to maintain product and strategy alignment

Coordinate go-to-market strategies when launching a new product or feature

Perform other related duties as required

Job Specifications

Current undergraduates in relevant field

Having Financial Planning domain knowledge will be a plus

Relevant experience in FinTech company, especially in Financial Planning segment

Understand FinTech Innovations in Asian Market

Track record in designing skills

Strong executional and problem-solving skills

High energy, hands-on, detailed-oriented and organized

High degree of self-initiative, proactive and self-driven to drive results

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner

Timely and accuracy in delivering outputs

Proficient in Microsoft Word, Excel and PowerPoint

Marketing and Design (Intern)

Core Responsibilities

Create and develop marketing collaterals: graphics illustrations, videos and copywriting

Support in implementation of marketing campaigns: generating leads, enhance conversion and post campaign evaluation

communication with users and other departments

explore various marketing administrations and analytics by monitoring and measuring effects of marketing campaigns

Assist in creation and development of marketing strategies

Drive customer satisfaction, retention and re-engagement through strategic directions and campaigns

Collaborate cross-functionally (product development, operations & marketing) to ensure smooth business operations

Provide marketing support operations

Job Specifications

Currently a student/recent graduate in any IHL (NAFA, SOTA, Polytechnics, Universities)

Able to commit for >3 months

Possess good written and communication skills in English

High level of designing and writing skills for marketing collaterals (e.g. EDMs and social post write-ups)

A committed team-player with high degree of self-initiative, proactive and self-driven to drive results.

Demonstrate ability to handle work professionally, independently and efficiently

Good interpersonal skills and able to interface with all levels, internally and externally, in a professional and responsive manner.

Timely and accuracy in delivering outputs

Media and Press Release

GoalsMapper offered a month's free subscription for financial advisers

See Article

Wayne Chen, Co-Founder & CEO of GoalsMapper

See Article

Financial planning tool GoalsMapper sees 70% spike in users

See Article

#InsuranceInspired Day 2 - Time to create your innovation inflection point

See Article

Insurance agents relying on digital tools to sell policies amid COVID-19 pandemic

See Article

Redefining Financial Planning

Seeing growth when others don't

Our Values

Integrity

Innovation

Efficacy

Diversity & Inclusion

Our Milestones

Creative Business Cup Runner-Up

DSION Startup Challenge 2nd Runner-up

InsurTech of the Year Winner

Expansion into Malaysia & Thailand

Singapore FinTech Association Certification

ISO/IEC 27001:2013 Certification

Expansion into the Philippines

Conducted a third-party audit to conform with the MAS-TRM Guidelines

SFF Global FinTech Awards (Singapore Founder) Winner

Insurance Business Asia 5-Star Technology Awards Winner

Expansion into Indonesia

Data Protection Trustmark Certification

Our Founders

Dato' Wayne Chen

CEO & Co-Founder

Pok Xiao Guo

CTO & Co-Founder

Join Our Team

Media and Press Release

GoalsMapper Celebrates Its 4th Anniversary With The Launch Of GM Rewards

GoalsMapper awarded Data Protection Trustmark certification

Online platforms have popularised financial planning – World Business outlook

GoalsMapper wins Singapore FinTech Festival Global FinTech Award

Business In Asia: Fintech Startup GoalsMapper Enters The Philippines

FFnews: Fintech startup GoalsMapper enters the Philippines

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