EMPOWERING YOU TO MAKE BETTER FINANCIAL DECISIONS
An Asset+Map report visually organises all of your household’s finances in a clear graphical layout, allowing you to get real insight on your present and future finances.
WHAT IS ASSET+MAP?
A Financial Picture is Worth a Thousand…
An Asset+Map Report is a visual experience that displays all of your household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. It provides you with a straight-forward way to quickly address gaps in your financial plan as well as uncover new opportunities.
Continuous Tracking of Financial Progress and Priorities
A Target-Map, available through Asset+Map, helps you and your financial adviser identify funding gaps toward financial goals in mere moments and then track your progress (and required actions) for goals such as saving for retirement, your children’s education, and plan for life events such as death, disability and long-term care.
Collect Data On-The-Go And Get Clarity On Your Finances
Our mobile-friendly and easy to use tool, helps us streamline the collection of your high-level household data and your concerns to pre-build an Asset+Map Report through our first discovery Interview. This will enable your adviser to set clear goals and expectations from the first time they interact with you.
Interested in learning more about Asset + Map?
Book your free initial consultation today with one of our financial advisers to learn more about the benefits of Asset + Map, a great tool that can empower you to make better financial decisions.
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