You've heard it before, "Planning tools are too slow, too clunky, and too complicated." We've heard it too - and we've done something about it. Introducing RetireMap - the revolutionary platform that transforms financial planning into a fast, seamless experience. Whether you're creating complex structures or collaborating in real-time with clients, RetireMap empowers you to work smarter, not harder. Want to see how it works? Watch this short video and witness RetireMap in action. Discover how Intelligent Wizards help you: ➡ Cut your planning time by 30 to 40 minutes per plan with plan regeneration ➡ Slash hours from your planning time with new tech innovation ➡ Seamlessly integrate every element of financial & tax planning ➡ Turn client meetings into high-impact strategy sessions in real-time Say goodbye to slow tech, and hello to productivity, efficiency and better client engagement. Have questions or want to see how RetireMap can fit your practice? Let's chat! #Fintech #FinancialPlanningTools #AdvisorTools #WealthMappingTools
RetireMap™
Desktop Computing Software Products
Melbourne, VIC 167 followers
RetireMap is a powerful web-based planning tool for Advisers to develop complex, tax-effective strategies fast.
About us
RetireMap isn't just another planning tool - it's the game-changing solution for Advisors who are ready to break free from the frustrating limitations of clunky, outdated systems. RetireMap empowers your practice with unprecedented speed and efficiency, slashing hours out of your planning time. Build complex, multi-entity structures in seconds. Deliver critical advice with confidence. Tackle even the most complicated scenarios in real-time, right in front of your clients - turning transactional meetings into powerful, relationship-building moments. But that's just the start. Say goodbye to manual data entry and double-handling with seamless integration into CRMs like @intelliflo and @Fin365. Every data point flows smoothly, with instant uploads and flawless reporting, leaving outdated tools and spreadsheets in the dust. RetireMap unifies every element of financial and tax planning - from super funds and SMSFs to trusts, investments, and property - onto one platform. No more wasted hours. No more juggling multiple systems. Just a revolutionary tool that simplifies, streamlines and strengthens your entire practice. Ready to elevate your business? RetireMap is the missing link that transforms financial planning from a time-consuming grind to an efficient, client-focused experience. Boost your productivity, depend on your client relationships, and unlock new growth - all in one powerful platform.
- Website
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https://retiremap.com.au/
External link for RetireMap™
- Industry
- Desktop Computing Software Products
- Company size
- 2-10 employees
- Headquarters
- Melbourne, VIC
- Type
- Privately Held
- Specialties
- Finance, SaaS, Software, Planning, fintech, cashflow planning, and Wealth Management
Locations
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Primary
Get directions
Melbourne, VIC 3000, AU
Employees at RetireMap™
Updates
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Audrey is a brilliant marketing specialist
Are LinkedIn and email campaigns delivering results for your business? If not, let me tell you why they've been game-changers for our client, RetireMap™. 📧 87% of brands say email marketing contributes to their success 🛒 60% of consumers have purchased because of a promotional email 💻 LinkedIn’s 1 billion users are 6x more likely to buy from brands they engage with on the platform When we worked with RetireMap™ on their recent campaigns, we wanted to prove these stats weren't just industry buzzwords - they were real opportunities. 🔹 LinkedIn Campaign: We created 9 posts around the Financial Advice Association Australia (FAAA) Congress, and the results? Over 1,500 impressions and an average of 7.64% engagement rate—well above the typical 1–3.5% 🔹 Email Campaigns: With two emails, we saw a 42% open rate and a 14% click rate - both smashing industry averages (of 35% and 7% respectively). How did we get there? ✨ By carefully segmenting audiences to make messages truly personal 🧠 By planning each step and ensuring the messaging was sharp and on point 🎯 By knowing exactly how to connect with the right audience at the right time 💎 And by presenting RetireMap™ - a phenomenal product - effectively to the right market. These results didn't happen by chance. They happened because we worked closely with our client to bring our A-game. It's been amazing to see what can happen when you combine powerful tools like LinkedIn and email marketing with thoughtful strategy and great execution. If you're wondering how this could work for your business, let's chat. #EmailMarketing #LinkedInStrategy #ContentWithImpact #NeverVanilla
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Congratulations to Geof Marsh of AVALONFS, the winner of our $250 gift card draw at the Financial Advice Association Australia (FAAA)Congress! But here's the best part: Geof has chosen to donate the prize to the FAAA's Future2 Foundation, supporting financial literacy and education programs for people under 25. A massive thank you to Geof and everyone who stopped by our stand - it's been incredible connecting, sharing ideas and exploring how we can make a bigger impact together. This Congress has shown how much we can achieve together as a community. Here's a shout-out to Lauren Sawers (French) from Worksorted for drawing the winning business card and helping us wrap up this event in style! Let's keep the conversations going and continue to push boundaries for the future of financial advice. See you next time! #FAAACongress #FinancialAdviceCommunity #Future2Foundation
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Yesterday, I sat in on an inspiring keynote from Travis Carter, focusing on a crucial question: How can we be doing things better? One standout idea: reshaping advice delivery to truly centre on the client experience. It’s a powerful reminder that while technology and innovation are essential, the heart of advice lies in understanding and empowering the client. What’s one small change you think could make a big difference in our industry? Let’s keep the conversation going! #FAAACongress #ClientFirst #ReshapingAdvice
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Caffeine, conversations, and a room full of early risers – the perfect way to kick off another day at the Financial Advice Association Australia (FAAA) Congress! There’s something special about starting the day surrounded by people passionate about shaping financial advice's future. Here’s to fueling our minds and making the most of the day ahead. What’s your go-to strategy to make the most of these jam-packed events? (Aside from coffee) #FAAACongress #MorningMotivation #AdviceMatters
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It’s been fantastic seeing so many of you stopping by the RetireMap stand! Whether it’s exploring how RetireMap can elevate your practice or just catching up on industry trends, the energy has been amazing. We’ve had some great chats about reshaping financial advice and showing clients the real value of planning. If you haven’t yet, come by for a demo (and your chance to win a $250 gift card!). Thank you to everyone who’s dropped in so far – it’s these conversations that make events like this so rewarding. #FAAACongress #FinancialAdviceCommunity #ConnectingOpportunities
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This was an insightful session on how technology is solving planning challenges. It’s incredible to see how the right tools can enhance not just practice efficiency, but also the way we connect with clients and deliver value. One key takeaway: technology isn’t replacing the human touch; it’s amplifying it. How are you using tech to improve your client experience? Looking forward to more conversations like this at the 2024 Financial Advice Association Australia (FAAA) Congress! #FAAACongress #FutureOfAdvice #TechInPlanning
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The stage is set, and we’re thrilled to be part of the energy here at the Financial Advice Association Australia (FAAA) Congress. Our stand is ready, the conversations are flowing, and it’s already shaping up to be an exciting couple of days connecting with some of the brightest minds in financial advice. If you’re attending, swing by and say hello – let’s chat about how RetireMap can help transform your practice. And yes, there’s still time to enter our $250 gift card draw! Who else is excited to explore the Fintech Zone? #FAAACongress #InnovationInAdvice #FintechZone
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Tomorrow, the Financial Advice Association Australia (FAAA) Congress kicks off in Brisbane, and we’re ready to make it a great one! We’re ready to soak up all the new ideas, connect with our peers, and grow together. This Congress is about learning and taking away insights that can help us all do better. Our team is proud to support the FAAA and bring actionable solutions for advisors who are shaping the future. Come by our booth and say hi, and while you’re at it, enter our $250 gift card draw! It’s a great chance to connect and exchange ideas about the future of financial advice. See you there! #FAAACongress #FinancialAdviceCommunity #ImpactAndInnovation #networkingOpportunity
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We’re thrilled to be part of this year’s Financial Advice Association Australia (FAAA) Congress and look forward to seeing many passionate, forward-thinking advisors in one place. We’re here to share ideas, learn together, and help build a stronger future for our industry. Swing by our booth for a quick chat and get in the running to win a $250 gift card! We’d love to connect, hear your thoughts, and see how we can support each other. Let’s make the most out of this Congress - can’t wait to see you all there! #FAAACongress2024 #FinancialAdviceIndustry #ConnectingOpportunities
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