Capabilities
Features
See what My Wealth Planner can help you organise, record and review, and what is included in FREE or planned for PLUS.
Current test version · Planned for PLUS
Plan your goals
Available in the current test version
Financial buffer
Plan an amount for unexpected costs and record the contributions you make.
Home improvements
Turn a home-related goal into a plan with an amount, timeframe and recorded progress.
Extra retirement income
Plan an additional retirement goal using the amounts and assumptions you enter.
Build a financial buffer
Set a target amount for your financial buffer and record the contributions you make.
Record and review
Record
Log contributions and other actions after they happen outside the app.
Reports
Compare recorded progress with the goal and current plan.
Methods list
Use a limited informational list supplied in the app.
My instruments
Add your own instruments for record-keeping.
Inclusion in a list is not a product recommendation.
FREE and planned PLUS
FREE
- One goal or plan per supported category
- Dream → Plan → Record → Reports
- Basic registration and reporting
- Existing information remains readable
- Account and data deletion remain available
PLUS — planned
- More goals or plans per category
- History and comparisons
- Improved export
PLUS is not yet available for purchase. Final features and pricing will be shown before launch.