My Financial Planner gives you access to your very own Financial planning software.

MFP Financial Planning software is the self-service module of MFP’s financial interaction and collaboration suite.

Simple, step-by-step wizards guide you through a personalised plan creation process, helping answer questions about your current finances and future needs and goals.

Key features include:

• Timeline – used to define key life stages and events; helps to foresee critical obstacles and strategic opportunities
• Simulations/Illustrations – demonstrate the impact of “what if” scenarios; model products and services that support key goals
• Real-Time Snapshots – compare current account balances to established goals; define and track action items

• Collaboration – supports secure sharing of information with My Financial Planner to provide clarification, guidance and implementation services tailored to your needs and desires.

Subscribe now to access a trial of the planning software