GoalsMapper is a fintech / insurtech business with the vision to redefine financial planning. It’s the first of its kind in Singapore, and it’s main purpose is to change the negative perception of the mass public towards financial planning.
We help individuals see greater clarity about their finances, plan their finances and better respond to real-life scenarios. We empower financial consultants to approach their client’s financial planning needs with professionalism and value-adding advice. Financial Planning should provide an holistic approach and not just evolved around the recommendation of financial products and solutions.
Financial advice like buying a property within your means, managing your debts in a conservative approach and creating smart saving habits towards achieving their financial goals are lacking in the current financial advisory scene. This is because the process of putting together a holistic financial report and planning for different life scenarios would take up too much time of a financial consultant.
The objective of GoalsMapper is to create a customer facing software that would cut the planning time significantly. The software reads the financial information provided by the client and put them into charts to increase the visibility and clarity of the financial decisions that the client makes. The financial consultant is then able to use the charts to present different scenarios to help the client make smart financial decisions. This includes the recommendations of financial products and solution.
We believe that this is the first infant step towards creating a fee based financial advisory model in Singapore. With GoalsMapper, financial consultants can improve their professionalism using technology to aid them in providing world class financial advice; clients would change their perception towards the importance of financial planning. We envisioned that the lost trust in the financial advisory industry can be restored with the birth of GoalsMapper.