PROFESSIONAL ADVISER PLANS

Financial diagnostics
for every adviser’s business

Choose the right plan so you can collect data smarter
and bring confidence to any financial modelling.

PROFESSIONAL
$300 /mo* Includes 1 adviser (+2 free admin)

Supporting small businesses

Features

  • Introductory Training
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Insurances
  • Scenario Builder
  • Client Sign-in
  • Reports
  • Advice Template Builder**
Sign-up to Professional
*Professional plans are GST exclusive and in NZD.
*Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
PROFESSIONAL / PLUS
$350 /mo* Includes 1 adviser (+2 free admin)

Elevating your business with custom advice

Features

  • Introductory Training
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Insurances
  • Scenario Builder
  • Client Sign-in
  • Reports
  • Advice Template Builder**
Sign-up to Professional / Plus
*Professional plans are GST exclusive and in NZD.
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
ENTERPRISE / PLUS
$250 per user /mo* For 2+ advisers (or users)

Growing businesses with bigger teams

Features

  • Includes all features in Professional +
  • Extended Team Training
    and Ongoing Support
  • Custom Team Creation
  • Single Sign-on Login $POA
  • Segregated Database $POA
  • Advice Template Builder**
Enquire about Enterprise
*Professional plans are GST exclusive and in NZD.
**Book ‘Advice Builder / Discovery’ Consultation.
See pricing below.
PERSONAL PLANS / PUBLIC

Take control and improve your financial position.

An effective tool to take the guesswork out of your future finances.

STARTER PLUS
$250 /year* A personal plan to get ahead and improve your household finances.

Features

  • Training Videos
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Scenario Builder
  • PDF Report
Sign-up to Starter Plus
We recommend using Planolitix with the support of an adviser. Let us know if you’d like us to connect you with one. *Personal plans are GST inclusive and in NZD.
PREMIUM
$50 /mo* A personal plan for individuals serious about their property investments.

Features

  • Training Videos
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Scenario Builder
  • PDF Report
Sign-up to Premium
We recommend using Planolitix with the support of an adviser. Let us know if you’d like us to connect you with one. *Personal plans are GST inclusive and in NZD.