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Revolutionary Financial Planning Software Trusted by Financial Consultants

Empowering you to deliver clarity and financial success to your clients with goal-planning and scenario-based features
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Revolutionary Financial Planning Software Trusted by Financial Consultants

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Learn More about GoalsMapper

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Differentiate Yourself

Leverage on technology to elevate your advisory process

Help clients identify the gaps in their financial health, anticipate the impact of real-life scenarios, and how your proposed solutions can help them.

Real-Time Advice

Maximise your productivity during meetings

Address clients’ concerns during your first meeting and focus on recommending the best solutions for them.

Complete Clarity and Accuracy

No more estimated numbers

Present a precise picture of your client’s financial status  supported with reliable data. All tabulated within minutes.

Establish Trust and Rapport

Exhibit your professionalism by providing added value to your client

Spark interactive discussions through modifiable scenarios and help your clients make the best decisions by comparing viable plans.

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Driven by Efficacy for Your Growth

The financial tool that delivers results

1

financial consultants use GoalsMapper across 4 countries

1 %

say they can better handle their clients’ concerns with GoalsMapper

1 %

of our users’ clients are very impressed with GoalsMapper

1 %

of our users’ clients invest more when using GoalsMapper

Awards




Complete Onboarding Session to Equip you to Better Engage your Clients

Intuitive In-App Guide and Video Tutorials To Navigate Features With Ease

Monthly Product Enhancements to Stay at the Forefront of Technology

Exclusive Invitations to our Learning Events to Develop Knowledge Sharing

Show Me How

How GoalsMapper can support you

Show Me How

Used by over 2,000 Financial Consultants in 4 Countries

Gregory Fok

Hassle-Free

Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalised retirement needs within minutes.

Lim Shiqing

Senior Financial Services Manager

Etak Chen

Clarity

I believe that a Financial Adviser who adopts technology in his practice will be able to grow to the next level together with his clients.

Gregory Fok

Financial Services Director

Certified Financial Planner (CFP)

Lim Shiqing GoalsMapper

Competitive Edge

With GoalsMapper’s different goals & scenarios, I am able to show my clients how to make prudent decisions and highlight any blind spots.

Etak Chen

Private Wealth Consultant

Top of the Table (TOT)

GoalsMapper gives me a competitive edge by allowing me to analyse my clients' financial situation with a few clicks.
Etak Chen
Etak ChenPrivate Wealth Consultant
I believe that a Financial Advisor who adopts technology in his practice will be able to grow to the next level together with his clients.
Gregory Fok
Gregory FokFinancial Services Director
Certified Financial Planner (CFP)
With GoalsMapper, I can predict my client's financial future with up to 95% accuracy!
Mindy Lim
Mindy LimExecutive Financial Consultant
My clients are totally impressed with GoalsMapper. They took up my recommendations right after our session.
Ian Leo Tay
Ian Leo Tay Senior Financial Consultant
Not everyone needs $3 million to retire. With GoalsMapper, my clients can visualise their personalised retirement needs within minutes.
Lim Shiqing
Lim ShiqingSenior Financial Services Manager
GoalsMapper defines how we, as financial consultants do our work. It has brought so much value to my all clients.
Dickson Soh
Dickson SohSenior Financial Consultant
With GoalsMapper, my clients can better visualise the need for adequate insurance coverage.
Joyce Chan
Joyce ChanSenior Financial Consultant
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Contact Us

Singapore

CT Hub, 2 Kallang Avenue #08-05
Singapore (339407)
Email: hello@goalsmapper.com

Malaysia

D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor
Email: hello.my@goalsmapper.com

Thailand

668/92 Meung Khon Kaen. 40000, Thailand.

Email: hello.th@goalsmapper.com

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