In the time it takes to read this, you could have an amazing financial plan.

The smart way to manage your money

Millions of calculations
for every plan

Independently verified
by leading experts

Patent pending
in Canada and the US

What’s a financial plan?

It means knowing exactly what to do each month so you have enough money to enjoy every single stage of your cluckin’ life.

Reach all your goals

Without changing your current budget, we‘ll recommend the absolute best way to grow and protect your wealth.

A simple process


Build your plan

Answer about 40 questions in three minutes to create your plan.

Review your plan

You‘ll see exactly what to do each month. Talk to us if you have any questions.

Implement your plan

We‘ll guide you through each step. It‘s faster and cheaper than anywhere else.
Want to know more about how the world’s best financial plans are made? Download this detailed look at our underlying facts and estimates.

We work for you

Planswell makes the biggest names in finance fit into your plans (not the other way around).

All company names are trademarks or registered trademarks of their respective holders. Portfolio management services are provided by Higgins Investment Group Inc. operating as Planswell Portfolios.

Your free financial plan

The best financial plan is also the easiest. Build a plan today.

Build a plan