What to expect

Building and sticking to a plan can literally change your life!

People who use financial planning services have almost FOUR times more assets 💎 in 15 years

and are THREE times more confident 👍 about their future.

Set your goals

Step 1

Set your goals

Whether it's buying property, getting married and starting a family, or achieving financial freedom, identify what you want to achieve.

Understand where you are today

Step 2

Understand where you are today

Complete your financial inventory by understanding your income, expenses, what you own & what you owe.

Plan your future

Step 3

Plan your future

Build your financial game plan. Learn about different approaches, strategies and products than can help you achieve your goals.

Take action

Step 4

Take action (Coming Soon)

Set yourself on the trajectory of your game plan. Learn how a Money Management System can keep you on-track on Autopilot.

Track

Step 5

Track (Coming Soon)

Stay accountable. A plan is only as good as how you action it! Track your progress against your game plan.

What You Can Plan For

Canwi helps you plan for life's major events and financial milestones. Explore the categories below to see what you can include in your financial plan.

With over 30 different life events to choose from, Canwi helps you create a comprehensive financial plan tailored to your unique journey.

Ready to start your financial journey?

Get Started for Free