Map the money
Bank statements, assets, liabilities, surplus, and borrowing power resolved from real data, not assumed budgets.
Confidence EngineFinance-first property investingFor investors, brokers, and advisersPlan, track, and grow your portfolio
Portfolio, budgeting, and finance in one place
The plan, beforethe property.
Trusted by Australian investors, brokers, and advisers
Built to fit your stack
PLANND connects with the platforms Australian brokers, advisers, and investors already use.
0yr
Forecast horizon, every property in the book.
0entities
Personal, joint, trust, SMSF modelled side by side.
0+tools
Calculators, scenarios, and finance tools in one platform.
0min
From fact-find PDF to a live thirty-year plan.
What’s inside
One platform for the whole position.
The folder of spreadsheets, single-purpose calculators, and one-off emails becomes a single live view of the portfolio, the plan, and the progress.
Design the structure
Personal, joint, trust, SMSF tested side by side before a single property is on the table.
Structure LayerForecast thirty years
Cashflow week one, equity year ten, tax position year twenty, retirement year thirty, on every property held or planned.
Forecast EngineTrack plan vs reality
Actuals captured every quarter, plotted against the projection. The plan stays alive instead of pinned to a wall.
Live TrackerFor investors
Own the plan, not just the property.
See the whole portfolio, the structure, and the thirty-year forecast in one place. Model the next move with confidence, track every property against the plan, and never fly blind on the next decision.
For brokers and advisers
Bring your book into PLANND. Brand it as part of your service.
Every client gets a finance-first plan they can actually see. Portfolio, structure, and thirty-year forecast inside the same platform you use to advise them. The conversation moves from spreadsheet to strategy.
The toolkit
The tools that actually run the day.
Every calculation that used to live in a spreadsheet is now a first-class object in PLANND, ready the moment a decision needs one.
Borrowing capacity
What lenders actually see, what they actually offer, modelled live.
Mortgage acceleration
Offsets, extra repayments, and payoff priority modelled side by side.
SMSF leverage
Test an SMSF strategy against personal ownership before a single setup fee.
Scenario AI
Conservative, balanced, aggressive, generated with a live confidence score.
Discovery chat
An AI assistant that interviews conversationally and builds the position as it goes.
Fact-find import
Drop a fact-find PDF, PLANND extracts the position without re-keying.
The intelligence underneath
Built on the data and modelling that quants and finance teams trust.
PLANND runs on the same calibre of data, AI, and financial modelling that institutional finance leans on. Type-safe, agent-driven, and live data first.
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Modelled in-house, validated against real Australian portfolio data
From the field
Voices from inside the platform.
What investors, brokers, and advisers say about running their portfolio on PLANND.
Lachlan W.Mortgage broker, Sydney
“PLANND saved my Tuesday client calls. The portfolio, the structure, the forecast are all on one screen and the client can finally see the shape of it.”
Priya N.Financial adviser, Melbourne
“Confidence scoring changed how I have the second-property conversation. We are modelling the next move with the actual position, not a guess.”
Tomás R.Buyers agent, Brisbane
“The Mystro fact-find import alone saved us re-keying for an hour per client. The plan piece is the unlock though.”
Sienna K.Adviser, Perth
“My clients log in for the dashboard, not because I asked them to. That is the difference.”
Daniel H.Broker, Gold Coast
“Finance-first is real here. It is not a slogan, it is how the platform is built.”
Lachlan W.Mortgage broker, Sydney
“PLANND saved my Tuesday client calls. The portfolio, the structure, the forecast are all on one screen and the client can finally see the shape of it.”
Priya N.Financial adviser, Melbourne
“Confidence scoring changed how I have the second-property conversation. We are modelling the next move with the actual position, not a guess.”
Tomás R.Buyers agent, Brisbane
“The Mystro fact-find import alone saved us re-keying for an hour per client. The plan piece is the unlock though.”
Sienna K.Adviser, Perth
“My clients log in for the dashboard, not because I asked them to. That is the difference.”
Daniel H.Broker, Gold Coast
“Finance-first is real here. It is not a slogan, it is how the platform is built.”
Lachlan W.Mortgage broker, Sydney
“PLANND saved my Tuesday client calls. The portfolio, the structure, the forecast are all on one screen and the client can finally see the shape of it.”
Priya N.Financial adviser, Melbourne
“Confidence scoring changed how I have the second-property conversation. We are modelling the next move with the actual position, not a guess.”
Tomás R.Buyers agent, Brisbane
“The Mystro fact-find import alone saved us re-keying for an hour per client. The plan piece is the unlock though.”
Sienna K.Adviser, Perth
“My clients log in for the dashboard, not because I asked them to. That is the difference.”
Daniel H.Broker, Gold Coast
“Finance-first is real here. It is not a slogan, it is how the platform is built.”
Pricing
Pricing that scales with the portfolio.
Free to start, simple to grow, with portfolio limits that match real investors and real practices.
Starter
$0/moFor an investor mapping their own portfolio, or a broker running the numbers on one client.
- Up to 3 portfolio plans
- 30-year forecast on every property
- Scenario AI with confidence scoring
- Fact-find PDF import
- Email support
Practice
$149/moFor teams running a book of investor clients with full white-label.
- Unlimited client portfolios
- White-label client portal
- Scenario AI Plus, multi-entity modelling
- SMSF leverage and structure comparison
- CoreLogic and fact-find integrations
- Priority support and partner training
Enterprise and franchise pricing on request, talk to a strategist.
FAQ
Frequently asked questions.
Common questions from broker partners and advisers.
Investors mapping their own portfolio, brokers and advisers running a book of investor clients, and the teams that support them. The platform works the same way whether the plan belongs to one person or a hundred.
Start the plan that should have come first.
Map the position, design the structure, and put thirty years of forecast on every property. The plan, ready before the next decision.