SmartPlanner by Prospera

Smart Planner by Prospera: Your DIY Online Financial Planning Tool

Smart Planner by Prospera offers Australians a comprehensive online financial analysis tool designed to illuminate their current and future financial landscapes. Originally crafted in 2005 to aid financial planners in delivering impartial advice, Smart Planner now empowers individuals to visualize their financial futures independently. By inputting details of assets, liabilities, income, and expenses, users can simulate various scenarios—like retirement timing or major expenditures—and gauge their long-term financial impact. This intuitive tool equips users with the clarity needed to navigate financial decisions effectively, ensuring smarter financial planning accessible to all, without the need for a financial advisor.

Prospera’s Vision: Empowering Smarter Financial Choices

Founded on the belief that every Australian deserves financial clarity, Prospera envisions a future where informed financial decisions are within everyone's reach. Triggered by research indicating widespread financial advice neglect among working Australians, Prospera launched Smart Planner in 2019 to democratize financial foresight. This tool enables users to forecast their financial trajectories and evaluate strategic decisions comprehensively, from renovating a home to optimising retirement savings. With its user-friendly interface and commitment to accessibility—requiring no personal data or financial commitment—Smart Planner exemplifies Prospera’s mission to enhance financial literacy and secure Australians’ financial futures effectively.

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