financial planning tools


Demonstration of Australian Independent Financial Advisers’ financial planning Excel application, a very extensive VBA app demonstrating some highly sophisticated investment and financial planning tools developed by Travis Morien, a self-taught Excel developer. Financial planners interested in using the software can contact me by private message. It isn’t yet a commercial product, but I have a number of people who are functioning as “alpha testers” already, using it daily with their clients’ financial plans.