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    2022.06 GM Brochure v4

    Uploaded by

    Shahizan Md Noh

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    2022.06 GM Brochure v4

    Uploaded by

    Shahizan Md Noh
    15 views3 pages

    Original Title

    2022.06-GM-Brochure-v4

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    © © All Rights Reserved

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    15 views3 pages

    2022.06 GM Brochure v4

    Uploaded by

    Shahizan Md Noh

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3

    Redefining Financial Planning

    SUPERCHARGE
    Your Financial Advisory Practice
    GoalsMapper is an all-in-one service platform with features to support financial consultants
    from end-to-end in their advisory practice.
    Our unique eco-system allows consultants to provide holistic planning and give accurate real
    time advice, maximising their productivity and establishing a professional relationship.
    Understand and serve the needs of your clients better with GoalsMapper.

    Simulate different Generate high


    goals and scenarios quality leads

    Create projections of your client’s future Establish trust. Reach out to potential clients
    goals and simulate different scenarios, and increase your credibility through client
    so you can suggest the best financial testimonials on your personalised webpage
    solutions for them. and customised financial reports.

    Save up to 20 minutes Automate your


    per appointment sales pipeline

    Time is precious at appointments. Differentiate yourself. Create your value


    Our enhanced Digital Fact Finder (DFF) proposition and showcase your professionalism
    helps you gather your client’s information with our extensive branding tools to stand out
    in advance so you can spend your sessions from the competition.
    having conversations that matter.

    Learn more about DFF

    Call us for a
    free demo today!
    +65 9338 8244

    [email protected] goalsmapper.com goalsmapper


    Redefining Financial Planning

    THAILAND PHILIPPINES

    MALAYSIA

    INDONESIA

    Industry Gold Standard


    SINGAPORE (HQ)

    supported more than


    80,000 lives in 5 countries

    GoalsMapper redefines how I’m thankful that


    we as Financial Consultants GoalsMapper gave me
    do our work.” a competitive edge!”

    Dickson Soh Etak Chen


    Cert FPC ChFC®
    Senior Financial Consultant Private Wealth Consultant
    Court of the Table (COT) Top of the Table (TOT)

    GoalsMapper helps I was blown away by the


    effectively plan my professional and high
    clients’ financial goals!” quality reports.”

    Serene Luah Hendri Chandra Tjong


    CFP®, CSEP AFP®, AEPP®
    Assistant Vice President Personal Wealth Manager
    MDRT MDRT

    Call us for a free demo today! +65 9338 8244

    [email protected] goalsmapper.com goalsmapper


    Redefining Financial Planning

    Awards

    SFF Global FinTech Award InsurTech of the Year


    (Singapore Founder) Winner 2019
    Winner 2021

    Dsion Startup Challenge Creative Business Cup


    (Singapore) Runner-up 2018
    2 Runner-up 2018
    nd

    Certifications

    Call us for a free demo today! +65 9338 8244

    [email protected] goalsmapper.com goalsmapper

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