Smarter financial planning
... made easy
Turns out, planners have 3.9x more assets in 15 years.
Coincidence? We think not.
Canwi|
What will you plan for today?
Optimise My Money
Build Emergency Fund
Hit a Wealth Target
Become Debt Free
Make a Large Purchase
Retire Early
Buy Property
Kids Education
Financial Independence
Family Changes
Australia's most powerful financial planning engine,
working quietly in the background
The same complexity professional planners model - made intuitive enough for everyone.
Tax
brackets, deductions, offsets, div293, Medicare, MLS
Income
salary, bonuses, rental, other income
Superannuation
contributions, tax, caps, carry-forward, drawdown planning
Property
buy/sell, refinance, upgrade, downsize, CGT, 6 year rule, Deeming
Investments
returns, contributions, dividends
Rental property
income/expenses, negative gearing, CGT
Debt
mortgage, refinancing, HECS/HELP
Budget
changing expenses, one-offs, inflation
Family benefits
Childcare Subsidies, Family Tax Benefit A & B
Age Pension
Income Test, Assets Test, Income Deeming, Threshold inflation, Payment Rate inflation
…and dozens of other factors
Wherever you're at in life,
Canwi helps you plan what matters next
Research shows that Australians who engage in structured financial planning accumulate significantly more assets over time than those who don't.
¹ Financial Services Council & Rice Warner, Future of Advice, 2020
It feels like the hard thinking is already done for you.
Planner-level support, built in - realistic assumptions, smart calculations, and help when you need it.
Australians who engage in financial planning feel confident making investing decisions.
Netwealth, 2024
Two more years of work is about $300k. Once we saw that, we could choose what mattered.
Running the numbers turns uncertainty into clarity. Giving you the confidence to make informed decisions.
People with a financial plan say they feel more confident and knowledgeable about decisions.
² Russell Investments, Adviser Value Report, 2024
Seriously bloody brilliant UX - beautiful, intuitive, and so easy to map everything out.
Unsolicited feedback from users. We did not ask them to say this (promise).
Research consistently shows that people with a clear financial plan make better decisions and feel more confident about the future. Historically, access to this level of planning has been expensive or out of reach. Canwi changes that.