Do-it-yourself financial planning
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
â 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!