The Masterplan
An advisor-facing property investment planning tool for building detailed client financial profiles and running scenario-based projections of portfolio growth, cash flow, equity, and borrowing capacity.
Overview
The Masterplan is a planning tool built for financial advisors, not self-serve investors. Advisors capture a client's full financial profile and run scenario-based projections of their property portfolio over time.
Core Features
- Multi-step wizards capturing employment, family, money management, goals, and asset preferences
- A scenario-modeling engine supporting manual events — property purchases, renovations, subdivisions, loan switches, SMSF, and savings changes
- Portfolio and property tracking across a client's full asset base
- Financial risk profiling, mortgage strategy, and goal-alignment scoring
- 12 dedicated interactive charts covering borrowing capacity, LVR, equity, cash flow, growth, and yield
- Google Places address autocomplete for property search
Technology Stack
Laravel 11, Livewire 3 + Volt, FilamentPHP 3, Tailwind CSS
Architecture & Development Highlights
- A modular scenario/assumption model letting advisors stack many "what-if" spend events per client
- Activity logging and staff impersonation for support
Business Impact
Gives financial advisors a structured, repeatable way to model a client's property portfolio over time, turning what used to be manual spreadsheet analysis into an interactive planning session.
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