Take control of your financial future with our free planning tool
Whether you’re planning as an individual or as a couple, this intuitive tool helps you understand whether your savings and investments are on track to support your desired retirement lifestyle.
Get the app
Features
Comprehensive planning
Comprehensive planning tool to model your retirement based on your specific needs
Optimised drawdowns
Structured drawdowns throughout your retirement with a focus on tax optimisation while balancing asset growth
Stress-test simulations
Stress-test your plan using different levels of uncertainty to understand how your net worth might change over time
What-If scenarios
Easily test different scenarios to test while preserving your orignal plan
Sample Reports
Concise reports with just the information you need, or comprehensive reports for deeper analysis
Standard PDF report for an individual
A concise summary of key figures, projections, and charts
— ideal for quick reviews
Comprehensive PDF report for a couple
A detailed, presentation-ready document including all calculations, charts, and assumptions
Comprehensive Word report for a couple
Fully editable version of the comprehensive report
— perfect for custom edits or internal documentation
Affordable retirement planning
FREE PLAN
Perfect for starting out
Benefits includes:
- Comprehensive income and account planning
- Result charts with retirement readiness score
- Standard PDF report
- Standard What-If scenarios
Free
PRO PLAN
Ideal for deeper analysis
Benefits includes:
- Everything in the Basic plan
- More rigorous stress testing
- Comprehensive PDF, Word and Excel reports
- Additional What-if scenarios
Free for a limited time
Find answers to commonly asked questions
Yes. Your privacy is our top priority. All financial data is stored on your device only. We do not collect, store, or transmit any of your personal information to our servers. Your data never leaves your device, ensuring complete privacy and security for your retirement planning.
A: Because data is stored only on your device, deleting the app will remove all your information. If you plan to reinstall the app later, you will need to re-enter your data.
A: The app currently does not have a built-in export option. We are exploring this for a future release.