Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Map My Plan is a self-directed, fully automated financial planning platform that enables anyone to build a personalised financial plan without needing to engage a financial adviser. We are different to other “robo-advisers” in that we hold our own license (AFSL) and guarantee to never sell financial products to our clients. We just focus on advice – eliminating existing industry conflicts.
Reviews
4.2
out of 5 starsRod
25-35 years old"User interface was great, and a financial plan not costing me thousands of dollars was awesome."
07 February 2019James
36-45 years old"Map My Plan was really easy to use. It allowed me to get all my financial info in one place and then let me know what I should focus on. It made advice easy to understand"
05 March 2019Videos
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Article coverage:
Key information
- Category
- Budgeting
- Managing Cashflow
- Borrowing
- Saving
- Investing
- Superannuation
- Life Insurance
- Pension
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Yes
- Fee structure
- Free Service
- Is there a free trial?
- Not Applicable
- Customer support
- Date founded
- 2015
- Company website
- Visit site
Start using map my plan
How it works
Map My Plan is a self-directed, fully automated financial planning platform that enables anyone to build a personalised financial plan without needing to engage a financial adviser. We are different to other “robo-advisers” in that we hold our own license (AFSL) and guarantee to never sell financial products to our clients. We just focus on advice – eliminating existing industry conflicts.
- Category
- Budgeting
- Managing Cashflow
- Borrowing
- Saving
- Investing
- Superannuation
- Life Insurance
- Pension
- Type of help
- Comprehensive Advice
- Where can I get this?
-
Online
Selected Employers - Are there any other availability restrictions?
- Services Offered
-
- Will I learn what type of risk taker I am?
- Yes
- Will it produce a financial plan?
- Yes
- What types of investments are available?
- Not Applicable
- How many investment portfolio options are available?
- Where can I invest?
- Not Applicable
- Who manages my investments?
- Not Applicable
- In whose name are investments held?
- Not Applicable
- Is there professional research available on the investment options?
- Not Applicable
- Will it allow me to trade automatically?
- Not Applicable
- Will it automatically rebalance my portfolio?
- Not Applicable
- Will it provide reports on my investment performance?
- Not Applicable
- Cash management account
- Not Applicable
- Automated alerts and updates
- Yes
- Can I access other professional help through this service?
- No
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Online
- Account opening speed
- Immediate
- Will it capture my personal financial information automatically?
- No
- Will I be asked questions about my situation?
- Complex (> 5 questions)
- How fast can I get my invested money back?
- Not Applicable
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Type of customer
- Consumer
- Advice stage
- Define My Goals & Objectives
Assess My Financial Situation
Build Financial Plan
Review My Progress
Multiple Stages - What is the minimum amount I have to invest?
- Not Applicable
- What is the minimum amount I have to be earning?
- Not Applicable
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- Who do I complain to as a last resort?
- Australian Financial Complaints Authority (AFCA)
What it costs
- Fee structure
- Free Service
- Minimum contract period
- Not Applicable
- Free Trial
- Not Applicable
- Payment method
- Not Applicable
Is it legitimate & secure
- Trading name
- May My Plan
- Who owns the company
- Paul Feeney is the founder and majority owner
- Who runs the business
- Paul Feeney, CEO, Hon Bernie Ripoll Director, Nathan Isterling CTO
- Date founded
- 2015
- Number of staff
- 6
- Security & Regulatory Compliance
-
- Will it verify my identity?
- No Identification Required
- Will it send me a confirmation security number to sign-up?
- Yes
- Are my records destroyed when I leave?
- No
- Is there detailed documentation about the product?
- Not Applicable
- What company holds the financial license?
- Map My Plan Pty Ltd
- Financial Services Guide?
- Yes
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- 0417 183 783
- Address
- Level 4, 11 York St, Sydney NSW 2000
- Social Media
Start using map my plan
Rod
25-35 years old"User interface was great, and a financial plan not costing me thousands of dollars was awesome."
07 Feb 2019Customer opinions
James
36-45 years old"Map My Plan was really easy to use. It allowed me to get all my financial info in one place and then let me know what I should focus on. It made advice easy to understand"
05 Mar 2019Customer opinions
Start using map my plan