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

• Email

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

Email

Send email

Phone Number

0417 183 783

Address

Level 4, 11 York St, Sydney NSW 2000

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