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At CARM, we licence to our clients our Guided Planning System (GPS™)... one of the most innovative and automated personal financial planning applications in the market today. Our clients include:
- individuals looking to manage their personal finances and build and preserve their personal wealth;
- superannuation funds and other member based organisations looking to add value to their Members by offering them low cost, personal financial planning and financial education; and to
- security dealer organisations and independent professional advisers, wanting to provide comprehensive lifestyle financial planning to their clients.
GPS™ is a state of the art, web based application which is offered in three customised versions. Each version is designed to meet the specific needs of our clients and includes:
- C2 My Finances (C2MF)... for individuals;
- GPS™ Lite for superannuation and other member based organisations; and
- GPS™ Planner for security dealers and independent advisers.
In each version, GPS™ helps individuals to understand where their finances are headed and what they might do to fund your lifestyle now and in retirement.
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