Close more clients with visual financial plans
Stop presenting spreadsheets. Impress clients with interactive dashboards, CPF projections, and AI-powered insights — then share a link and collaborate in real time. All tailored for Singapore.
Free for financial advisors. Set up in under 2 minutes.
0
Calculator tools
0%
Singapore-focused
0yr
Projection horizon
Free
Setup fees
Spreadsheets don't close deals. Visuals do.
See how Wealth Planner transforms your client conversations.
- ✕Hours building Excel projections per client
- ✕Static screenshots that confuse clients
- ✕No CPF/HDB integration — manual calculations
- ✕Clients forget numbers after the meeting
- ✕No way to share plans digitally
- ✕Generic tools not built for Singapore
- ✕Manually tracking each client's plan separately
- ✕No visibility when clients review your proposals
- ✓Interactive dashboards generated instantly
- ✓Rich charts that clients understand at a glance
- ✓Built-in CPF rates, HDB rules, MAS guidelines
- ✓Shareable links — clients revisit anytime
- ✓AI assistant explains plans in plain English
- ✓100% built for Singapore financial planning
- ✓Manage all client plans from one dashboard
- ✓Real-time notifications when clients make changes
6 powerful calculators, one dashboard
Everything a Singapore FA needs to plan, present, and close — from CPF projections to mortgage scenarios.
Short-Term Cashflow
Map out 12-month income vs expenses during career breaks or transitions. Asset allocation breakdown, runway analysis, and emergency fund tracking with W&R budget planning.
Real-Life Cashflow
30-year projection with CPF contributions, salary growth, goals tracking, and a transaction ledger to compare actual vs projected spending. See 5-year and 10-year milestones at a glance.
CPF / Retirement Planner
BRS, FRS, ERS retirement sum targets with readiness scores. Show clients exactly when they can retire with CPF LIFE projections and OA/SA/MA breakdowns.
HDB Financial Roadmap
End-to-end HDB journey — eligibility checks, EHG/PHG/Family Grant calculations, affordability analysis, MSR/TDSR ratios, staggered downpayment planning, and a visual timeline.
Mortgage Calculator
HDB loan vs bank loan side by side. Amortisation schedules, partial repayment scenarios, stress testing under rising rates, and 3-scenario comparison mode.
Student Loan Planner
Payoff curves with accelerated repayment scenarios. Show clients the real cost of minimum payments and how eliminating debt accelerates their path to financial freedom.
Calculators that talk to each other
Your client's finances aren't siloed — your tools shouldn't be either. Wealth Planner's global engine connects every calculator for a unified view.
Unified Dashboard
One screen shows short-term runway, long-term projections, CPF readiness, loan obligations, and HDB affordability — all cross-referenced automatically.
Freedom Multiplier
See exactly how many months of financial independence your client has — updated in real time as loan, savings, and income data change across calculators.
Debt Prioritisation
Student loans, mortgages, and other obligations ranked by impact. The engine shows which debt to clear first for the fastest path to surplus.
Auto-Linked Data
Short-term final balance flows into long-term projections. CPF data feeds retirement readiness. Goals deduct from cashflow. Enter once, use everywhere.
Share plans. Get notified. Stay in sync.
Generate a secure link and send it to your client. They can explore their financial plan on any device, tweak the numbers, and save changes — while you stay informed of every update.
- →One-click shareable links with configurable expiry
- →Clients view dashboards and charts on any device
- →Real-time notifications when clients update their data
- →Side-by-side diff viewer — see exactly what changed
- →Sync client changes to your master plan in one click
- →Revoke access anytime — you stay in control
Viewed for 8 minutes. No changes made.
Manage every client from one place
Create plans in seconds with quick-start profiles. Save, search, and resume any client's plan — then export it for your records.
Quick-Start Profiles
Pre-built client templates — Young Professional, HDB Buyer, New FA, and more. Select a profile and the right calculators are chosen for you.
Plan History & Search
Every saved plan is searchable by client name, calculator type, or date. Rename, resume, or compare past snapshots side by side.
Export as HTML
Download any plan as a standalone HTML file — complete with interactive charts. Share offline or attach to emails without requiring login.
From sign-up to client presentation in 3 steps
Pick a profile & enter details
Choose a quick-start client profile or start from scratch. Input income, expenses, CPF balances, and goals. Singapore-specific defaults save you time.
Review the unified dashboard
Interactive charts, cross-calculator insights, and AI-powered guidance generate instantly. The global engine connects every number across all calculators.
Share, collaborate & close
Send a secure link. Clients explore their plan on any device, make adjustments, and you get notified of every change — in real time.
Your AI financial planning assistant
Built-in AI reads your client's numbers and provides contextual guidance. It knows CPF contribution rates, HDB grant rules, and MAS guidelines — so you can focus on the conversation, not the calculations.
- →Analyses emergency fund adequacy and runway
- →Flags gaps in retirement readiness (BRS/FRS/ERS)
- →Compares HDB vs bank loan trade-offs for your client
- →Suggests conversation topics for deeper planning
- →Evaluates accelerated vs minimum loan repayment strategies
- →Cites Singapore government sources (cpf.gov.sg, hdb.gov.sg)
Built for every stage of your FA career
New Financial Advisors
Hit the ground running with professional-grade tools that make you look experienced from day one. Quick-start profiles mean you can present to your first client in minutes.
Experienced FAs
Replace your patchwork of spreadsheets with one integrated dashboard. Cross-calculator intelligence surfaces insights you'd miss manually. Spend less time on admin, more on clients.
FA Teams & Agencies
Standardise your planning process across the team. Share client plan templates, maintain consistent experiences, and track plan history for compliance and audit trails.
Bank-grade security
Powered by Supabase with row-level security. Your client data stays private and encrypted.
Shareable plans
Generate secure links with expiry dates. Clients view on any device — you stay in control.
Singapore-native
CPF rates, HDB rules, and MAS guidelines built in. Not a generic overseas tool.
Works on every device
Responsive design adapts to mobile, tablet, and desktop. Present to clients anywhere.
Ready to impress your next client?
Join financial advisors across Singapore who use Wealth Planner to turn numbers into conversations — and conversations into sales.
No credit card required. Set up in under 2 minutes.