It’s time for a shiny, new money plan!
Are you looking for your financial plan? We’ve now turned off our original planning tool.
Our new tool, Propeller, is ready and we’re excited for you to see it in action!
How to get your new plan
Update your details now
To help your coach create your new plan, complete this form with your latest financial details.
Your coach will create your plan
Putting your latest details and your goals into our new tool
Review it together at your next catch-up
Make sure you’re booked in for a catch-up and your coach will walk you through your new plan
This also means that your coach will manually create and check your new plan. This will ensure that you have an accurate plan and have a chance to review it with your coach if you’d like to discuss the changes.