RetireMap is the smart software solution for your Financial Planning or Accountancy practice to reduce overheads, increase productivity, engage your clients and speed up data entry.
Complete a fast, efficient & intuitive Fact Find in under 45 mins, and auto-generate instant real-time analysis & reports with no fuss.
Instantly complete a range of traditionally time-consuming calculations, such as CGT, Home upsizing or downsizing, long-term cashflow, planning and more.
Create sophisicated multi-entity structures in moments. Complete long-term multi-Trust distributions in seconds & company dividend distributions in minutes.
RetireMap is a powerful, multifaceted planning tool that substantially improves Adviser productivity. Using all-new patented technology, RetireMap utilises advanced algorithms, templates, and automation to streamline the process making planning easier, faster, and more enjoyable for both Adviser and client.
RetireMap handles a range of complex, time-consuming calcuations in literally minutes including long-term Super C/C & NCC, CGT, Home upsizing or downsizing, property acquisition & disposal, sale of business and more.
RetireMap features a range of patented tools to heighten client engagement and Adviser productivity. Joint Adviser/Client Goal Setting prompts, the future CapEx Planning System and Transition to Retirement Planning System are all easily completed within minutes.
With unique features, time-saving efficiencies and state-of-the-art technology, RetireMap is well ahead of our competitors.
|Feature||Competitor 1||Competitor 2||RetireMap|
|Reduce total planning time by up to one-third|
|Total training time under 2 hours|
|Dedicated ongoing Relationship Manager|
|Detailed multi-level investment property analysis/reporting|
|Auto age-based asset allocation (risk profile)|
|Instantaneous multi-Trust distribution capabilities|
|Quickly & easily completes complex calculations|
|Ideal for higher net wealth clients|
RetireMap enables the client to follow the planning process with the Adviser from start to finish, creating faster turnaround times and heightened client engagement.
RetireMap quickly & competently handles complex structures & tasks, making it the planning software of choice for full-advice planners and accountants with higher net worth clients.
Paul Sharkey, Intralink Wealth Manager – Partner
Colin Bockman, Client
To see how RetireMap can improve the performance and productivity of your Advisers, contact the RetireMap team for a free, no obligation demonstration of this remarkable 'new tech' planning tool.
*RetireMap will not store your personal details.
The kind of personal information that we collect from you will depend on how you use the website. The personal information which We collect and hold about you may include.: name, address, email address; date of birth; contact details’ assets, liabilities, commitments, income & income sources and other financial information; credit card details, user ID and passwords for accessing the website.
Australian Privacy Principle 12 permits you to obtain access to the personal information we hold about you in certain circumstances, and Australian Privacy Principle 13 allows you to correct inaccurate personal information subject to certain exceptions. If you would like to obtain such access, please contact us as set out below.
If you have a complaint concerning the manner in which we maintain the privacy of your personal information, please contact us as set out below. All complaints will be considered by Andrew Gardner and we may seek further information from you to clarify your concerns. If we agree that your complaint is well founded, we will, in consultation with you, take appropriate steps to rectify the problem. If you remain dissatisfied with the outcome, you may refer the matter to the Office of the Australian Information Commissioner.
Your personal information will not be disclosed to recipients outside Australia unless you expressly request us to do so. If you request us to transfer your personal information to an overseas recipient, the overseas recipient will not be required to comply with the Australian Privacy Principles and we will not be liable for any mishandling of your information in such circumstances.
If you have any queries, or if you seek access to your personal information, or if you have a complaint about our privacy practices, you can contact us on: firstname.lastname@example.org.
While Volrak Pty Ltd T/A RetireMap attempts to ensure that the information on this website is accurate at the time of publication, it provides no express or implied warranties or makes any representations in relation to this website or any content. The information on this website is provided 'as is' and without any guarantees as to its accuracy, currency, completeness or reliability. Volrak Pty Ltd T/A RetireMap (ACN 093 951 903) of Level 7, 333 Collins Street, Melbourne 3000 (Volrak Pty Ltd T/A RetireMap) reserves the right to amend the information on this website at any time and without notice, including but not limited to information relating to fees and services.
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