An interview with Trevor The Bunny

Interviewer:

So Trevor, why is monitoring your money important and what is WealthMAP?

Trevor:

For me it's because the world has changed and we live longer, so I don't want to be a burden on my kids when I get old. WealthMAP makes sure I get where I want to go.

Interviewer:

What do you mean a burden on your kids?

Trevor:

The Fact is, if you do very little and don't worry about your money, you end up with too little too late and have to rely on your kids for handouts.

Interviewer:

But what if you have a low income, is it worth worrying about your money? I mean, only people with money actually know what to do.

Trevor:

First off, it's NOT how much you earn but what you do with it. One quick rule is to make money your "friend" – treat it kindly and it will do the same to you. Most people seem to know how much their bills are but they fail to monitor where all the money is going. That's why we believe in monitoring your money and everything around can ensure you have more money at the end of the day.

Interviewer:

So your saying that we should keep an eye on what we are spending and planning for?

Trevor:

Correct, having the ability to monitor and track my money, superannuation plan, insurance cover allows you to have control over everything; I mean, with WealthMAP I can track how much money I want to retire on, how my home budget is going and more importantly have better ways of reaching my goals. WealthMAP even talks to my Accountant and Adviser with the suggestions so we are all on the same page. If the market drops or it looks like I won't make my retirement goal it calculates the best options for me and can even reduce the risk of investing by telling me instantly if my fund are dropping, not a year later like my fund does now. I mean, I want to have control on MY MONEY! WealthMAP acts as in intuitive road map to getting back in control of your money.

Interviewer:

You mentioned 'Retirement Goal' a couple of times, what do you mean 'Retirement Goal'? Don't we just get what we get?

Trevor:

No No No...You should and you have the right to set how much you want to retire on. Don't be happy with just 'what you get'. WealthMAP will forecast how your fund is performing, how much you are putting in and match that against your retirement goal. If you need more it will calculate the best strategy to get you there.

Interviewer:

So if I understand you correctly, WealthMAP works with lots of super funds, SMSF, creates a personal budget (that it tracks) and can even monitor my insurance cover in real-time to cover all my debts? And it links all the information instantly with you, your Accountant or Adviser all together with your goals so you have the right information at the right time?

Trevor:

Now you've got it... Let's face it, you have to be a bunny not to worry about your money.

Interviewer:

Is it expensive?

Trevor:

Less than the price of a kilo of carrots LOL.

Interviewer:

So how do I get started?

Trevor:

Talk to your Accountant, Adviser or my good friends at Trynkett, why, because it's YOUR money and your right to know what's happening.

What is monitored within WealthMAP™?

Insurance

Your insurance cover requirements are monitored to identify your insurance position to ensure you are adequately covered in case the worst possible thing happens.

Retirement Management

Your retirement goals are monitored which creates an evaluation on how your fund is performing and how much you are putting in. This is then matched against your goal and recommends the best strategy to reach your retirement goal. It identifies any shortfall.

Personal Budget

Your personal circumstances are monitored to create a budget to suit your needs; keeping an eye on what you are spending is the key to having money.

Investment Returns

Your Investments, Super and SMSF returns are tracked to monitor how they are positioned so you know exactly what is happening.