Self-managed financial planning

Plan your finances your way — and ask out loud.

Australia's most comprehensive self-managed financial planning toolkit: 30+ calculators, 40+ info-grams, guides, articles, and a voice assistant that answers your super questions.

Everything, for $99 a year.

Voice assistant
“Do I have enough super?”
Ask it. Get a plain-English answer.
30+
Calculators
40+
Info-grams
24h
Email answers
$99
Per year, all in
Start here

Four ways to take control

Pick a path to jump straight into the calculators, guides and tools that fit where you're at.

Ask your super questions out loud

No forms, no jargon. Talk to the SMFP voice assistant and get clear, plain-English answers about your retirement, contributions and more.

Try the voice assistant
Built on the same voice technology as FinChat for advisers — finalist, AI Innovator, Wealth Management 2024.
  • “How much super will I have at 67?”
  • “Should I salary sacrifice?”
  • “What's the contribution cap this year?”
  • “When can I access my super?”
Everything included

A whole planning toolkit

30+

Calculators

Super, retirement, insurance, debt, property, investment — run the numbers yourself.

40+

Info-grams & guides

Visual one-pagers that explain the concepts behind every decision.

73

Glossary & guides

Plain-English definitions and guides, fact-checked against ATO and APRA sources.

24-hour assistance

We answer all financial planning queries received by email within 24 hours — a real person, no automated runaround.

Take control of your financial future

Calculators, guides, articles and a voice assistant — all in one place.

Just $99 a year.

Get started