Financial Advisers:
Cut Your Planning Time in Half!
Scott Cundill from interviews Glenis Phillips from Financial Mappers. |
Glenis Phillips SF FIN
Glenis is the designer of Financial Mappers, created to make giving financial advice affordable for advisers, corporations and their clients. She believes improved financial literacy with consumers becoming involved in the planning process is the future of financial advice.
Glenis has acquired a unique set of skills - tertiary level teaching, hands on investing in small business, equities and property, as well as expertise in personal financial modelling. To these, she has added qualifications in Applied Finance and Investments together with Financial Advising.
Glenis and her team have created unique financial planning software for shared use by advisers, or consumers to spread her dream of affordable advice for all.
Glenis is the author of “Map your Finances – The Art of Financial Mapping”.