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.
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.
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.
Real-Time Advice
Maximise your productivity during meetings
Address clients’ concerns during your first meeting and focus on recommending the best solutions for them.
More than 2,000 financial consultants use GoalsMapper to work
With GoalsMapper's different goals & scenarios, I am able to show my clients how to make prudent decisions and highlight any blind spots.
I am thankful that GoalsMapper gave me a competitive edge!
Etak Chen
Private Wealth Consultant
Top of the Table (TOT)
From personal branding to never missing out any areas in planning for my clients, GoalsMapper is the perfect tool to bring my profession to the next level!
Eile Goh, EOLC, AFC®, AEEP
Master Financial Consultant
GoalsMapper certainly changed the financial planning landscape!
With GoalsMapper, my clients appreciate the clarity of the charts and are able to visualise my recommendations.
With GoalsMapper, my clients appreciate the clarity of the charts and are able to visualise my recommendations.
Law Hanwei, AFPCM, AWPCM, CFP®️, AEPP®️
Senior Financial Consultant
Million Dollar Round Table (MDRT)
GoalsMapper is the game changer that all Financial Advisors should have!
With GoalsMapper, my clients have more clarity and confidence about the goals they want to achieve in life.
With GoalsMapper, my clients have more clarity and confidence about the goals they want to achieve in life.
Daphne Neo
Personal Wealth Manager
Million Dollar Round Table (MDRT)