Feel better about your finances.

Start Planning

Feel better about your finances.

Start Planning

Why PlanEasy?

It makes financial planning easy.

A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible. PlanEasy helps make financial planning easy.

Why PlanEasy?

It makes financial planning easy.

A financial plan is a list of your financial goals, both now and in the future, with a map of the best way to get there. Life rarely follows a straight path. You need help to navigate the financial twists and turns. A financial plan will help you put your hard-earned money to work in the best way possible. PlanEasy helps make financial planning easy.

The Value of Advice

Net worth is up to 2.0x greater with financial advice, even when controlling for age and income.1

That’s an extra $53,000 to $214,000 depending on income level.

(Figures are for those under the age of 45)

 

The Value of Advice

Net worth is up to 2.0x greater with financial advice, even when controlling for age and income.1

That’s an extra $53,000 to $214,000 depending on income level.

(Figures are for those under the age of 45)

Income below $35k/year

  • Net Worth With No Advice: $65k
  • Net Worth With Financial Advice: $118k

Income $35-70k/year

  • Net Worth With No Advice: $92k
  • Net Worth With Financial Advice: $186k

Income above $70k/year

  • Net Worth With No Advice: $258k
  • Net Worth With Financial Advice: $472k

Income below $35k/year

  • Net Worth With No Advice: $65k
  • Net Worth With Financial Advice: $118k

Income $35-70k/year

  • Net Worth With No Advice: $92k
  • Net Worth With Financial Advice: $186k

Income above $70k/year

  • Net Worth With No Advice: $258k
  • Net Worth With Financial Advice: $472k

A Financial Plan Can Help You…

  • Put your money to work in the best way possible
  • Plan for unexpected expenses
  • Stop leaving money on the table
  • Create a debt pay off plan
  • Set and review your financial goals
  • Reduce risk and improve returns
  • Feel better about your finances
  • Stop worrying about unexpected expenses
  • Save money each month
  • Figure out how much to save for retirement
  • Track your progress towards your goals
  • Know that you have a solid retirement plan

A Financial Plan Can Help You…

  • Put your money to work in the best way possible
  • Plan for unexpected expenses
  • Stop leaving money on the table
  • Create a debt pay off plan
  • Set and review your financial goals
  • Reduce risk and improve returns

Start planning today and get your first month free.

Start planning today and get your first month free.

Financial planning made easy.

1. Source: IFIC, The Value of Advice Report, 2012

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