About Us
Directors & Advisers
Plencore Wealth Ltd. Board
Dr David Phillips
Director / CEO
David Phillips is a surgeon, now retired from private practice in Brisbane. He is the support for Glenis in her decade long dream to spread affordable financial literacy. David has a lifelong involvement in investments and property.
Mrs Glenis Phillips
Director / Secretary
Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances.
Mr Anthony Gray
Non-executive Board Member
Anthony has guided his team since May 2013, to bring the unique Financial Mappers concept to commercial reality. As a board member, Anthony’s expertise will assist in Australian and International expansion.
Dr John Morrison
Adviser to the Board
John has over 20 years of financial services industry experience. He has previously held a number of senior corporate roles in funds management and has broad expertise in the areas of governance, compliance, investment and research.
Financial Mappers - New Zealand
Our flagship cashflow management software comes in several flavours - all customised for New Zealand
Visit the website for Financial Mappers Software
Financial Mappers
Designed for DIY Investors who want to create a financial plan
We design this cash flow modelling software for ease of use and includes comprehensive training. As the financial plan is developed a selection of reports are generated.
Financial Mappers Pro
Designed for Financial Professionals who want to increase productivity
Financial Advisers, Accountants, and Mortgage Brokers can all benefit from this white-labeled cash flow modelling software that automates the report writing process. Both advisers and clients can share information, using the Connect Portal so emailing sensitive information is eliminated.
Lite & Premium Versions
Designed fo rthe Financial Services Industry who want to improve Financial Literacy.
These products provide the client only with a digital tool that allows them to create a fully integrated financial plan. The Lite version is limited to a 5-Year Savings plan that can be upgraded to the full version.
A Few Words
Our History
Plencore Wealth Ltd has been developing financial planning software for 10+ years. We have customised all our software for New Zealand conditions.
We designed different versions our financial planning software for professionals, corporations and individuals DIY investors.
Glenis Phillips SF Fin,
Director
New Product
Financial Advice Online
Our new product, Financial Advice Online, was designed as a response to the Quality of Advice Review in Australia.
The Government asked the Review Committee to make recommendations with the aim of making financial advice more affordable and inclusive.
The Industry is currently waiting for a response to the recommendations.
New Zealand Advisers can take this opportunity to expand their client demographic.