Choose Your Plan
Professional financial modelling tools for New Zealand advisers
KiwiSaver Only
$100
per month
KiwiSaver-focused planning for retirement advisors
- KiwiSaver scheme retirement planning
- Monte Carlo simulation
- Simple retirement planning focus
- AI-powered document generation
- New Zealand client optimisation
- Email support
- Data export (CSV)
Planner Lite
$150
per month
Comprehensive personal financial planning
- Savings management beyond KiwiSaver
- Investment portfolio tracking
- Comprehensive financial planning
- AI-powered document generation
- Same charts with broader financial scope
- Full personal planning without business complexity
Full Planner
$200
per month
Complete financial advisory practice platform
- Property analysis
- Goals planning
- What If analysis
- AI-powered document generation
- Investment Property and Debt Structuring
- Comprehensive wealth management
- Property and business planning
Beta
CRM
Free
during beta *
AI-native CRM for financial advisers
- AI meeting transcription & notes
- Automated task creation
- Email integration
- Household & contact management
- Interaction tracking
- AI chatbot for your households
All modelling plan prices are per user + GST.
All plans include our core financial modelling tools.
* Beta access for CRM is subject to approval. Wealthie reserves the right to accept or decline beta applications at our discretion.