My Wealth Planner
Turn a financial dream into a plan and make it happen.
A financial dream can be something big or something close to home: feeling prepared for unexpected costs, improving your home or adding to your retirement income. My Wealth Planner helps turn that dream into a practical plan based on the amounts, timing and assumptions you choose.
Record the steps you take and use clear reports to compare progress with the plan. That makes it easier to see what is happening and decide for yourself when the plan needs updating.
Planning and record-keeping software. No personal financial advice, product recommendations, order execution or management of assets.
What would you like to make possible?
Start with something that matters to you and give it a clear place in your financial plan.
Feel prepared for unexpected costs
Set an amount for a financial buffer and record the contributions you make.
Improve your home
Turn a home-related dream into a plan with an amount, timeframe and recorded progress.
Add to your retirement income
Plan an additional retirement goal using the amounts and assumptions you enter.
Dream → Plan → Record → Reports
Start with a goal, turn it into a plan, record the steps you take and compare the result with what you planned.
Step 1
Dream
Start with something you would like to make possible and give it a target amount and timeframe.
Step 2
Plan
Set out the contributions, timing and assumptions you want to use.
Step 3
Record
Log contributions and other actions after they have taken place outside the app.
Step 4
Reports
See the goal, current plan and recorded progress together, making differences between the plan and what happened easier to review.
Keep the plan and progress together
My Wealth Planner keeps goals, plans, assumptions and recorded actions in one place. Clear reports show how recorded progress compares with the plan, while the financial decisions remain yours.
- Keep goals, plans and recorded actions together.
- See the amounts and assumptions behind the plan.
- Update the plan when circumstances or priorities change.
- Compare recorded progress with the current plan.
My Wealth Planner is in development
The Android app is currently being tested and is not yet publicly available on Google Play. Public availability will be announced on this website.
Support
My Wealth Planner is developed and operated by My Wealth Management.
- Telephone
- +31 10 311 5436
- Response time
- Within five business days
- Telephone support
- By appointment