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.
Our Software as a Service Product
Comes in several flavours
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.
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.