Detail on Features and Benefits

Program Summary

The MAP Program is a combined system and service– essentially it is money management program provided by you to your clients for a minimum of 2 years.

MAP is versatile, comprehensive and will mean different things to different people.

The service covers a range of areas including financial forecasting, cashflow, budgeting, debt management control and reduction, wealth creation, lifestyle requirements and the fundamentals of day to day money management skills.

It provides an holistic approach giving people a clear vision of where everything is at, where they want to go and what they need to do to get there.

The service is comprised of a series of plans and reports coupled with tools and strategies for the client to implement. It is very simple in its format - one of the main reasons why it has been successful.

It is based on the philosophy that the majority of Australians are looking for personal, professional assistance as long as it is provided in a genuine nonbiased manner and has their interests in mind.

 

This is more than just a software package – in fact, very little software is provided to the client as it has been our experience that most people cannot and will not maintain disciplines on their own.

 

The materials of the program are delivered and provided in such a manner as to help and assist and inspire the clients during every step of their journey to a better life.

These processes have been tested, refined and proven over a number of years and with many hundreds of clients. The program provides a number of quite profound benefits to the clients addressing many areas of need not covered by other financial services.

The program does not provide specific advice on corporate issues, taxation, investment or wealth creation – it simply creates and identifies the “big picture” enabling the client to clearly see what their financial future looks like.

It also includes a general educational aspect, again filling a need completely neglected by our education system i.e. personal money management.

Initially it is a 2 year contracted program in which the Licensed Provider works with the client closely to establish the techniques, knowledge, skills and habits required for establishing the sound financial foundation for which people can build their lives.

The program is delivered in such a manner as to allow the client to feel fully in control at all times. They perceive the service to be detailed and comprehensive yet it can be delivered by the Provider in a simple step by step process.

 

MAP Program benefits to clients

This is a system so simple yet so powerful that almost everyone can achieve remarkable results. Although the benefits are numerous and they will vary from client to client depending on their circumstance, situation, desire etc., it will fundamentally deliver the following benefits to your clients:

  • Peace of mind and reduced stress that comes from knowing that they have complete control over their money matters.
  • That they will know exactly where they are now and have a very clear plan of where they are going
  • They will understand clearly on a month by month basis what is required to achieve their goals and objectives.
  • It will provide them with the “whole picture” – this is critically important – how much they earn, borrow, spend, save, invest, donate ….. or just enjoy
  • It links all aspects of their financial life together
  • The dynamic nature of the program i.e. updates where required, will ensure that it remains relevant to their current situation at all times.
  • Reducing debt – this is very powerful– a proven technique of rapidly increasing equity and reducing debt based on a 2 stage strategy.
  • Accelerate security and wealth – obviously as a result of building equity more rapidly this provides financial safety and security and the opportunity for further investment if required.
  • Maintaining quality of life today – very important! - all areas of the reports and plans are provided with a balanced approach - keeping it safe and making sure all areas of the financial situation including lifestyle, is managed correctly.
  • Having a plan and a goal – possibly the most appreciated aspect of the service. Your clients will know exactly how long it will take to build sufficient equity and when to and if, to purchase further assets or investments if they require. Also, it will describe to them how much income they will need. This section provides a highly accurate and detailed financial forecast showing how it all works. This is also adjusted on a continual basis to reflect current circumstances.
  • Daily money management techniques – this ensures that everything performs to its maximum potential. Often people may have great investments for example, but they don’t realise the full benefit of it because other money issues “undo” the hard work of their investment strategies.

 

Why it is unique

While the content of the service and program is comprehensive, it is also unique. This is because utilising the systems and procedures developed by Qwest, it has enabled this service to be delivered simply and without an extraordinary amount of time and effort.

In fact, many hundreds of clients can be serviced by one practice.

This is also of exceptional value to the clients. The information and benefits they receive are quite profound and as such will generate considerable benefits to the provider.

Fundamentally the program is based on the fact that not only do people want to be given a plan (or to be told how to do it), but they need assistance in doing so and enjoy the peace of mind of having made themselves accountable to somebody to help keep them on track.

Qwest Money Management Systems provides all of the materials mentioned above however, it is delivered and labelled according to the individual practice providing the program to their clients. The MAP Program is now recognised as the most comprehensive and successful service of its type in Australia today. This is due to the fact that it is based upon a series of "fundamentals", most of which have been ignored or overlooked by many people attempting to deliver a service such as this.

  • It must be simple and easy to follow for the client
  • Clients need and want continual guidance and assistance
  • It is not reliant on sophisticated software packages for the client to use
  • It is also utilising a simple step by step process ensuring that the provider can deliver a level of excellence without becoming “bogged down” in the process.