PRICING PLANS / ADVISERS

Financial diagnostics
for every adviser’s business.

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

PROFESSIONAL / TRIO
$300  /mo* Includes 1 adviser + 2 admin users

Features

  • Introductory Training
  • Personal Information
  • Property & Assets
  • Mortgage & Projects
  • Income & Lump Sums
  • Expenses & Budgets
  • Investment Property
  • Insurances
  • Scenario Builder
  • Reports
  • Client Sign-in
Excludes gst and transaction fees.
PROFESSIONAL / TEAM
$1,050 /mo* Up to 6 users

Features

  • Includes all Features in Professional/Trio PLUS
  • Extended Team Training and Support
  • Single Sign-on Login $POA
  • Segregated Database $POA
Excludes gst and transaction fees.
ENTERPRISE
$200 per user /mo* 10 users minimum

Features

  • Includes all Features in Professional/Trio PLUS
  • Extended Team Training and Support
  • Single Sign-on Login $POA
  • Segregated Database $POA
Excludes gst and transaction fees.
PRICING PLANS / PERSONAL

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 Reports
*Excludes gst and transaction fees. We recommend using Planolitix in conjunction with an adviser. Let us know if you’d like us to connect you with one.
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 Reports
Excludes gst and transaction fees.