software Overview

The CARM software is a single wealth planning application with multiple User version ranging from the very simple to the very complex.

Each version is designed to "step up" in terms of the User's financial literacy and the planning options available...enabling them to do more as they learn more. This graduated "advice" path is ideal for both Direct Users and professional financial planners alike.

Advisers and brokers who sell personal risk products such as death, TPD, salary continuance and trauma cover also have available to them a first class, needs analysis system to help them identify insurance shortfalls for clients.

Software for Direct Users @ www.c2myfinances.com.au
Super fund members (including those in self managed funds), employees and customers from any bank or insurance company can benefit from using C2 My Finances. To date over 12,000 Direct Users have learned about their current financial position and how to build their wealth overtime using this system.

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Software for Professional Advisers @ www.cgps.com.au
For financial planners, accountants and insurance brokers looking to quickly engage and retain clients using a very visual, personalised approach within a fully featured professional planning application, CARM’s GPSTM is the most effective and best value system in the market.

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SERVICES List
available services

In addition to our software, we also provide the following consulting services to both our institutional and financial planning clients
  • For Institutions
  • Direct online customer engagement
  • Direct online "Advice" paths
  • Direct online product up / cross selling

  • For Advisers
  • Sell goals: not tax and investment tricks
  • How to build a Lifestyle Planning Practise
  • Systematically setting client expectations
  • Build value via recurring revenues

  • For Dealers
  • Building planner "buy in" and your brand
  • Build your margins through brand equity