Answer the big questions
Will I have enough money for retirement? Can I achieve my goals?
Nobody likes uncertainty. Alleviate your client’s anxieties with AdviceMap’s scenarios
and help them secure their financial future.
Make KiwiSaver Fly
Most people have no idea what kind of retirement income to expect from their KiwiSaver.
Should they increase their contributions OR is their KiwiSaver fund right for them?
Answer your client’s questions with our KiwiSaver scenario.
Show the consequence of choices
Does your client want to buy a new car? Or maybe retire 10 years earlier.
Visually show how different choices will affect the client’s financial future.
Plan for the unexpected
Life is full of unknowns. Build customised scenarios and model any type of event.
Show the outcome of unexpected life events to help your client plan for the unexpected.
Your look and feel
Your logo, your words, your colours, your fonts…you decide.
change the style and wording of your advice to meet your needs.
Beautiful Advice on the iPad
The iPad is becoming the tool of choice for many advisors.
Take your coffee shop meetings to the next level with AdviceMap on the iPad.