Click on the links below for a
description of the functions within
, and to view samples of the programs.
Portfolio Profile and Asset Allocation
Investment Asset Management
Expense and Income
Debt, Loans, Liabilities
Investors Risk Profile
Investment and Portfolio Risk
Economic Market Indicators
Investing in Companies (Shares/Equity)
Cash Investments and Exchange rate
Click to view a number of sample window snap-shots
Many of the modules utilise graphs with flexible selection and
There are a number of graphical reports which can be displayed
or printed if a paper copy is required. This includes a report
suitable for your accountant to produce tax returns etc.
Colour coding is utilised to highlight good or bad results, plus warnings.
Results given in tabular form and charts/graphs for visual impact.
Extensive use of help and hints are available to guide you through the system.
Utilise very little data, or get greater accuracy and meaningful results
by entering detailed information.
A 14 day free trial
is available, so prior to purchasing the
InvestmentPlan license you can be sure you are getting a product you want.
click to go to the
click to Purchase
The majority of the
calculations and tools are
relevant to investors in any economy,
was developed initially for the New Zealand
market, so some terminology may have a New Zealand flavour.
Product Overview - pro version
The "Pro" version includes the same
functionality, but has been designed for Investment Advisors, so has
further features. This additional functionality allows the Advisors to customise
to reflect how they wish to use
Investment Advisor can incorporate their own Investment Risk
knowledge into the Risk assessment process. The Risk Questionnaire
can be fully customised, including the number of
questions, the category of questions, the questions and answers, and
the ratings given to the answers.
The Portfolio Profiles and Asset Allocations can be fully customised.
This allows Advisors to better cater for their clients, and the
Asset Categories the Advisors promote. The Asset Categories can be
altered, as can the percentage allocated to each Asset Category
within any Portfolio Profile. The target returns for the Portfolio
can also be customised.
Multiple investors are catered for, with each Investors data
If any of the following
You want to improve the likelihood of getting the
returns from investments you need or want.
You want more control over investment decisions
and your financial future.
You are extremely busy, so need an efficient tool
to assist investment decision making.
You lack knowledge or experience in some
You require help to be disciplined to adhere to
You want an advantage over someone who merely
reacts to events as they unfold, by planning what you want to
achieve financially and how you intend to achieve it.
You want to see how exchange rate changes can
increase, or decrease your returns.
You wish to see how the market or economic
indicators relate to investment asset returns, and in some cases can
be used to predict future returns.
You would like to understand and utilise proven
financial planning methods like diversification and asset
You want to see the possible returns from
borrowing to buy appreciating assets.
You need to see how much better off you would be
if you did not borrow to buy depreciating assets.
You want to evaluate a companies financials for
You wish to estimate a companies future share
You need to create a budget to have good control
over your expenses.
You wish to evaluate the financial impact of
renting a home or purchasing a home.
You need to plan for retirement.
You want to set and evaluate financial goals.
You wish to evaluate a property investment.
You wish to determine your investment risk
profile, to help choosing investments that match your risk profile.
You wish to calculate mortgage payments.
You wish to compare the financial impact of
purchasing an item interest free or paying cash.
You want to calculate ratios to help determine how
well you are managing your finances.
You would like to understand some basic rules,
which can make a significant difference to your long term financial
wellbeing, and you need the tools to
calculate or provide the discipline to adhere to the rules.
You wish to view market cycles and understand the phases of
the cycles that can give an advantage that leads to higher returns than