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Mary’s first enquiry was how this financial planning software would manage precious metals. In addition, she had a plan to buy property in both England and USA because she thought both these countries had better capital growth opportunities. This would allow her more diversification and less risk than direct investment. The aim was to buy shares through a managed fund of overseas equities. Australian investments did not give her the best investment potential. She also wanted to diversify the country in which she invested. Mary decided to expand her investment portfolio to include gold and fine art. The options for her are much greater than those for the average “Mum and Dad” investor. In this case Mary has become a very wealthy woman. She decided to diversify outside the asset categories of cash, equities and property.
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Mary’s study of how to invest, brought her to the conclusion that diversification was the key. The diversification of Mary’s investment asset collection is good example of what financial planning software needs to be able to handle.ĭiversification is the Key to a Good Financial Plan That is investments such as cash, shares, managed funds, property and superannuation. The ease of use makes it very suitable for investors with simple investments. Our financial planning software will manage this complexity. She hoped the money would provide for her and she would have the skills to grow the value of the assets. At the end of her lifetime, she hoped to pass on this inheritance to her children. This money had to last forty or more years. This meant she needed to understand how to manage her money. She felt she needed to honour the legacy given to her. This was a once in lifetime opportunity to be secure in her finances. She wanted to take control of her financial future.
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Her plan was to be a do it yourself investor. She decided to spend the last 12-months learning how to manage this money. We spoke for over an hour and she had an interesting story to tell.Ībout 12-months ago, Mary had discovered she was to inherit a very large sum of money from her grandfather. Our financial planning software was the best software she had found. She told me she had researched financial planning software. I wanted to suggest how she may use Financial Mappers. She wanted to manage her investments using our financial planning software. I recently had an enquiry from a person who was looking for Financial Planning Software to manage a complex set of financial assets. Financial Planning Software – The Doors are now Open for Self-Directed Investors to use it.įinancial Planning Software should be quick and easy to use. A holistic approach to cash flows will give you more insight to your future plans.Ĭan Financial Planning Software be used for a Complex Portfolio?