GoalsMapper

GoalsMapper GoalsMapper is an award-winning Singapore-based FinTech SaaS tailored for financial consultants and institutions to digitise their advisory process.

Leveraging smart technology, GoalsMapper is an all-in-one service platform with features to support consultants from end-to-end in their conduct of business. From pre-consultation digital fact finding to generating real time scenario-based financial information into informative charts for on-the-go consultations and servicing post-consultations, GoalsMapper is constantly innovating in its features

to adapt to the needs of its users. GoalsMapper has supported close to 155,000 lives across South-East Asia in Brunei, Indonesia, Malaysia, Singapore (HQ) and Thailand. Winner of the Global FinTech Award at Singapore FinTech Festival 2021, GoalsMapper is the go-to planning platform for financial consultants and institutions that combines the power of technology with the expertise and experience of consultants to offer clients more accurate insights and recommendations for better financial planning. For more information, visit www.goalsmapper.com

90% of insurers globally plan to increase AI spending in 2026. Only 42% are tracking whether any of it actually works.So...
08/07/2026

90% of insurers globally plan to increase AI spending in 2026. Only 42% are tracking whether any of it actually works.

South Korea's NH NongHyup Life just filed patents for an AI enrolment system that automates product recommendations, rider compatibility checks, and eligibility analysis — tasks previously handled by agents. This is not a pilot programme. This is patented sales infrastructure.

The direction is clear. But it is worth reading it accurately.

AI is moving toward handling the mechanical parts of advisory work: the matching, the checking, the product selection. What it does not replicate is the part clients value most, a financial consultant who understands their life, asks the right questions, and brings genuine clarity to decisions about protection and the future.

For financial consultants in Singapore and Southeast Asia, this is not a disruption story. It is a positioning story.

FCs who are already using tools like GoalsMapper to structure their planning conversations more clearly are building practices that technology strengthens over time. The more AI handles the procedural, the more valuable the advisory relationship becomes.

Want to see how GoalsMapper can help you bring more structure and clarity to your client conversations? Let us know how to reach you and our team will be in touch.

Source: Insurance Business Asia, "NH NongHyup Life bets on AI to reshape insurance enrolment", 5 June 2026

S$1.3 billion in confirmed fraudulent insurance payouts in a single year and South Korea's government estimates that is ...
03/07/2026

S$1.3 billion in confirmed fraudulent insurance payouts in a single year and South Korea's government estimates that is less than 12% of actual fraud exposure.

Last week, South Korea's Financial Services Commission launched a multi-agency task force after record fraudulent payouts in 2025. The driver: generative AI and deepfakes sophisticated enough to forge documents that existing detection systems cannot catch.

This is not a South Korean story. Regulators across Asia move in lockstep on financial crime. Singapore FCs would be wise to expect similar AI-powered fraud detection frameworks from MAS in the years ahead — which means documentation rigour and compliance standards are going up, not down.

There is also a client conversation worth having. Rising fraudulent claims inflate premiums and pressure insurance fund sustainability. Clients who work with a trusted, accountable financial consultant have a meaningful advantage: their coverage decisions are documented and context-driven, with a professional who is accountable to their best interest.

GoalsMapper helps financial consultants keep planning conversations structured and well-documented, the kind of advisory rigour that matters more as the industry's compliance environment grows more demanding.

If you want to see how GoalsMapper can support a more structured advisory practice, let us know how to reach you and our team will be in touch.

Source: Insurance Business Asia, "South Korea turns to AI as insurance fraud losses mount", 5 June 2026

Estate planning begins with clarity and the right structure.By understanding key tools, identifying assets, and making i...
01/07/2026

Estate planning begins with clarity and the right structure.

By understanding key tools, identifying assets, and making informed decisions, you can guide your clients towards a well-prepared and secure future.

Here are some essential steps to building a sound estate plan.

See full article here: Read more at https://www.preceptsgroup.com/starting-estate-planning-a-step-by-step-guide-for-peace-of-mind/

us to get a pre-reading guide to help you start your conversation with your clients.

More financial tools has not meant more confidence. For most Singaporeans, it has meant the opposite.AIA's Live Better S...
29/06/2026

More financial tools has not meant more confidence. For most Singaporeans, it has meant the opposite.

AIA's Live Better Study — conducted across 1,000+ Singapore residents — found that 56% feel overwhelmed by the sheer number of financial tools available to them. 54% struggle to track multiple platforms.

And yet, despite fintech apps, robo-advisors, and digital dashboards at every turn, 31% said a human advisor would be the single biggest boost to their confidence in managing their finances.

Think about what that reveals. People have more access to financial information than ever before, and many are more confused, not less.

This is the environment financial consultants operate in today. Clients are not lacking options. They are lacking clarity, structure, and someone who can make sense of it all on their behalf.

That is not a threat to the advisory profession. It is a mandate for it.

The FCs who recognise this and show up as the guide through the noise, are the ones who build the deepest, most lasting client relationships.

If you'd like to explore how GoalsMapper can help you bring more clarity and structure into your advisory conversations, our team would love to connect. Drop us a note now.

Source: PR Newswire APAC / AIA Singapore, "AIA Live Better Study: Over Half of Singapore Residents Feel Overwhelmed by Financial Tools; 31% Still Want Human Advisor Support", 15 April 2026

🎉 New on GM Rewards!Your clients work hard—why not reward them with a little self-care? Our newest GM Rewards merchant, ...
27/06/2026

🎉 New on GM Rewards!

Your clients work hard—why not reward them with a little self-care?

Our newest GM Rewards merchant, Qing TCM Clinic, offers:
💆‍♀️ DeepLift Sculpting (Face or Body)
🌿 Personalised TCM Consultation + Treatments

Perfect as a client appreciation gift that promotes health, relaxation, and wellness.

Discover more at https://rewards.goalsmapper.com/merchant/qing-tcm-clinic

Real experiences. Real impact.When professionals streamline their process, they create space for what truly matters — ge...
26/06/2026

Real experiences. Real impact.

When professionals streamline their process, they create space for what truly matters — genuine client connection and a more thoughtful advisory journey.

This is what happens when efficiency meets purpose.

PM us to learn more or schedule a demo with us today.

Over 60% of your clients are hiding their financial worries from almost everyone.A new AIA Rethink Healthy Asia Report r...
24/06/2026

Over 60% of your clients are hiding their financial worries from almost everyone.

A new AIA Rethink Healthy Asia Report reveals something that should change how financial consultants approach every discovery conversation: Singapore is the only market in Asia where financial status is explicitly tied to personal identity. Net-worth has become self-worth.

And because money carries so much social weight here, clients stay silent. Over 60% hide their financial struggles from others. 63.3% even doubt whether expert guidance would actually help them.

This "social self-censorship" shapes nearly every advisory interaction. The client who says "I'm fine" may be anything but. The prospect who seems disengaged might simply be too proud — or too private — to acknowledge a real need.

For FCs, this is less a sales challenge and more a trust challenge.

The advisors who build the most durable client relationships are not the ones with the smoothest pitch. They are the ones who create the kind of space where clients feel genuinely safe to be honest about their financial lives.

GoalsMapper was built to help financial consultants structure exactly those kinds of conversations: clear, guided, and human. Reach out and our team will show you how.

Source: PR Newswire APAC / AIA Singapore, "Singaporeans Equate Net-Worth with Self-Worth: AIA Study Reveals Financial Stereotypes Hold Back Wellbeing", 25 May 2026

A joint CIMB Singapore and NTU study of over 1,000 residents revealed a striking shift: 56.3% now aspire to accumulate m...
22/06/2026

A joint CIMB Singapore and NTU study of over 1,000 residents revealed a striking shift: 56.3% now aspire to accumulate more than S$1 million (up from 52.3% just a year ago), and the new retirement benchmark is no longer the 50s, it's the 40s!

Yet fewer than half (46.4%) have actually begun retirement planning. And 34.6% report frequent financial anxiety.

Here is the number that matters most: those who engage a financial planner are four times more confident about their finances than those who don't — 52.3% vs 13.0%.

That confidence gap is not a small detail. It is the core argument for professional advice.

For financial consultants, this is a ready-made conversation starter. Your clients and your prospects are aspiring higher but planning less. The anxiety that comes with ambition and no roadmap is exactly the space you help fill.

Want to see how GoalsMapper can help you structure clearer client conversations around retirement planning? Comment "Yes" and our team will be in touch.

Source: PR Newswire APAC / CIMB Singapore, "CIMB InsureXpo® 2026: More Singapore Residents Target S$1M+ and Retirement in Their 40s", 26 May 2026

20/06/2026

Happy Father's Day to all the amazing dads out there from ! Thank you for being a part of our extended family!

Many clients assume their financial goals are out of reach—until they can clearly see what’s possible.GoalsMapper helps ...
19/06/2026

Many clients assume their financial goals are out of reach—until they can clearly see what’s possible.

GoalsMapper helps turn uncertainty into clarity by allowing clients to visualise their options and make more confident financial decisions.

Sometimes, one meaningful conversation can completely change someone’s outlook on their future.

PM us to learn more.

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No. 2 Kallang Avenue, CT Hub, #08/05
Kallang
339407

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+6593388244

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