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How it works

Click on the link sent from your adviser to start your online journey. A page opens where you click on 5 quiz questions to shape the direction your advice should take.

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Planning for a comfortable retirement

Your summary will list the income streams contributing towards your retirement and show you what your combined retirement income will be.

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Retirement income advice

Map My Plan provide a range of advice specific to helping you with your retirement income goal. This advice can be found in key sections...

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Dashboard - first time use

Once you have registered, and every time you return to the site, you will automatically be directed to the dashboard.

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Investment summary

Because you can have multiple investments in different asset classes, when you return to your ‘Investment’ goal you will automatically navigate to an ‘investment summary’ that highlights the sum of all of your investments.

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Financial status

The Financial status form is split into 4 parts and is where you log, view and edit your income and expenditure details.

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