You remain in control
You choose goals, methods, instruments and any actions outside the app. My Wealth Planner helps you organise and review what you enter; it does not decide for you.
PRODUCT BOUNDARIES
What My Wealth Planner does — and does not do
My Wealth Planner is planning and record-keeping software. This page explains its boundaries in clear language.
No personal advice or suitability assessment
The website and app do not provide financial advice or investment advice. They do not make personal product recommendations or assess whether something is suitable for you.
No orders or broker service
Nothing here places buy or sell orders. Record is registration of actions you already took with your own bank or broker.
No management of assets
The provider does not manage investments or client assets for you. My Wealth Planner is planning and record-keeping software — not a wealth management service.
Assumptions and results are indicative
Calculations use inputs and assumptions you enter. Figures are indicative examples, not forecasts, and outcomes are not guaranteed.
Lists are not recommendations
The limited list supplied in the app is informational. You can also enter your own instruments. Always check product information yourself.
No real-time market data
The app does not provide real-time market data. Any market-related figures shown are indicative. Check current product information yourself.
Reports compare your own information
Reports show your goal, current plan and recorded progress so you can see differences. They do not judge what is financially good, bad or suitable for you.
For the formal legal notice, read the Disclaimer.