About Us

Directors & Advisers

Plencore Wealth Ltd. Board

Dr David Phillips
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
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
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
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.

Our Software as a Service Product

Comes in several flavours

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 and has expanded with versions of the software for New Zealand, and can be customised for the international market. 

We designed our financial planning software for professionals, corporations and individuals DIY investors.

Glenis Phillips SF Fin,
New Product

Financial Advice Online

Our new product, Financial Advice Online, has been designed for members of the Financial Services Industry who need a readymade customizable portal to provide digital financial advice. 

The software creates a financial plan together with an advice document for your clients.  

This product is ready for both the Australian and New Zealand market.

By selecting the tax and retirement rules for other countries, this product services the International Market.

NZ Customers
Plencore Wealth Ltd holds relevant URL for New Zealand clients

Advice Online

Plencore Wealth is developing a completely new product, using updated software and is designed to provide a financial advice in the form of a Fit-for-Purpose Advice Document, together with access to the Financial Plan created by the adviser and is supplemented with a comprehensive Financial Literacy Program for clients.  This new software can be integrated with CRMs.