Bring your financial world into focus.
Set your goals, understand your position, and explore what comes next.
Start with the life you want.
Bring your goals and priorities into focus before working through the numbers. Your future life gives your financial plan a direction.
SCROLL TO EXPLORE · 01 / 06 PLATFORM FEATURES
My Future Life
Net Worth
Financial Fortress
Cash Flow Plan
Ten Year Plan
Asset ComparisonTools for financial education and scenario modelling. Projections depend on your assumptions and are not financial advice. Feature access varies by plan.
Choose the tools and support for where you are today.
Add deeper planning as your needs grow.
Find your starting point.
Bring your goals, position and first calculations together.
Your foundation includes
Give your money a plan.
Build your financial foundations and explore your cash flow.
Everything in Investarter, plus
See the longer picture.
Connect today’s decisions with your longer-term plans.
Everything in Cashflow Code, plus
Explore more possibilities.
Compare assets and property with individual coaching support.
Everything in Financial Freedom, plus
Not sure where to start? Talk through your options Or compare every inclusion below.
See what’s included, from your first financial snapshot to deeper planning and coaching.
Choose two plans to compare.
| Features | Investarter$0Free | Cashflow Code Power Pack$97AUD / month | Financial Freedom Plan$495AUD / month | Financial Independence$995AUD / month |
|---|---|---|---|---|
| Your starting point | ||||
| Dashboard & Quick Start | Included | Included | Included | Included |
| My Future Life & My Future Numbers | Included | Included | Included | Included |
| Starting Point & Net Worth | Included | Included | Included | Included |
| Wealth Pyramid & Toolbox | Included | Included | Included | Included |
| Calculators | ||||
| Mortgage Calculator | Included | Included | Included | Included |
| Debt Snowball | Included | Included | Included | Included |
| Compound Calculator | Included | Included | Included | Included |
| Foundations & cash flow | ||||
| Financial Fortress | Not included | Included | Included | Included |
| Money Rules | Not included | Included | Included | Included |
| Due Diligence | Not included | Included | Included | Included |
| Cash Flow Plan | Not included | Included | Included | Included |
| Longer-term planning | ||||
| Ten Year Plan | Not included | Not included | Included | Included |
| SMSF Plan | Not included | Not included | Included | Included |
| Freedom Date | Not included | Not included | Included | Included |
| Property & asset tools | ||||
| Mortgage Maximiser | Not included | Not included | Not included | Included |
| Property Analyser | Not included | Not included | Not included | Included |
| Property Comparison | Not included | Not included | Not included | Included |
| Asset Comparison | Not included | Not included | Not included | Included |
| Education & connections | ||||
| Preferred Partners | Not included | Not included | Limited access | Unlimited access |
| Sovereign Wealth Education group coaching | Not included | Not included | Included | Included |
| One-on-one wealth coaching | Not included | Not included | Not included | Included |
| Exports & support | ||||
| PDF export | Not included | Included | Included | Included |
| Support | Community | Standard | Priority | Concierge |
| Choose your plan | Start free | Choose plan | Choose plan | Choose plan |
| Features | Investarter$0Free | Cashflow Code Power Pack$97AUD / month |
|---|---|---|
| Your starting point | ||
| Dashboard & Quick Start | Included | Included |
| My Future Life & My Future Numbers | Included | Included |
| Starting Point & Net Worth | Included | Included |
| Wealth Pyramid & Toolbox | Included | Included |
| Calculators | ||
| Mortgage Calculator | Included | Included |
| Debt Snowball | Included | Included |
| Compound Calculator | Included | Included |
| Foundations & cash flow | ||
| Financial Fortress | Not included | Included |
| Money Rules | Not included | Included |
| Due Diligence | Not included | Included |
| Cash Flow Plan | Not included | Included |
| Longer-term planning | ||
| Ten Year Plan | Not included | Not included |
| SMSF Plan | Not included | Not included |
| Freedom Date | Not included | Not included |
| Property & asset tools | ||
| Mortgage Maximiser | Not included | Not included |
| Property Analyser | Not included | Not included |
| Property Comparison | Not included | Not included |
| Asset Comparison | Not included | Not included |
| Education & connections | ||
| Preferred Partners | Not included | Not included |
| Sovereign Wealth Education group coaching | Not included | Not included |
| One-on-one wealth coaching | Not included | Not included |
| Exports & support | ||
| PDF export | Not included | Included |
| Support | Community | Standard |
| Choose your plan | Start free | Choose plan |
Coaching is provided by Sovereign Wealth Education. Preferred Partners access varies by plan.
