Personal
$49 AUD per month
14-day free trial · No credit card required
- Use
- Your own property and retirement planning.
- Portfolio boundary
- One household portfolio at most.
- Client workflow
- No client collection or information requests.
Plans and pricing
Choose Personal for your own planning or Business for separate client cases.
Account fit and price
Both account types include the same portfolio, cashflow, property, refinance, stress, retirement and suburb research calculations.
To subscribe, create an account, verify your email and sign in. Then start the subscription from Account access and continue to Stripe checkout.
Choose a billing cadence
Business
$399 AUD per month
30-day free trial · No credit card required
- Use
- Authorised planning work for separate clients.
- Client boundary
- Multiple client cases with separate portfolio records and contact details.
- Client workflow
- Send secure requests for selected facts. A client response stays separate from current client information until Review.
Included calculations
Connect legal owners, property, other assets, loans, income and living expenses. Review the current position and cashflow, then run a cash forecast, compare refinance options, test stress conditions or calculate a Retirement plan. Supported amounts can open a calculation summary with the relevant facts, dates, assumptions and limitations.
Billing before you pay
All advertised prices are in Australian dollars.
Start the free trial without a credit card. Add a payment method before the trial ends to continue the subscription.
Stripe handles checkout, payment methods, invoices and cancellation.
Cancelling paid access does not delete your account or portfolio records.