What we do

We offer everyday Australians an alternative to traditional financial planning.
An alternative where you don't spend thousands, or be sold products you don't need.
A place where you can learn about financial concepts and create your own financial plan.
A place to show you how to be clever (like a fox!) about your finance.

Create your own
Financial Plan

No need to rely on a Financial Planner
– or pay those fees!

Information
you can trust

Backed by an Australian Financial Services Licence (AFSL)

Enjoy the simple
learning process

Jargon-free text, interactive tools and lots of fun easy-to-follow videos.

How it works

Education

Learn all about key financial concepts
and the different strategies available to
both create and build your wealth.

Interaction

We take you through the same steps a
real-life planner would do, allowing
you to customise the program with
your own details along the way.

Create your plan

Using our clever software wizard
you'll put that learning to work and create
your very own Clever Plan - which
you can save, print and implement!