General Information

GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.

GoalsMapper™️ leverage on smart technology to allow advisers to take in consumer’s financial information and present them in simple-to-understand and powerful charts. Because information, scenarios and recommendations are continuously computed in the background, consultants and consumers can focus their time on more effective discussions and better planning experience.

Furthermore, the high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.

GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.