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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.

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.

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...

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.

Editing / Updating your Retirement income

To edit your details in your ‘Retirement income’ goal you can either click on the ‘Update’ button below the goal on the dashboard.

Your Statement of Advice (SoA)

Your statement of advice is a summary of all of the details you’ve entered into your Map My Plan account, grouped together by goals, sections and categories.

Financial status

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

Lifestyle debt Goal

To start your ‘Lifestyle debt’ goal, click on the’ Lifestyle debt’ icon on the dashboard or the ‘Start goal’ button beneath it.

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.

Home loan advice

Map My Plan provide a range of advice specific to helping you with your home loan. This advice can be found in key sections, easily accessed either from the grey bar on the left hand side...