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.
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.
Step 2
Understand where you are today
Complete your financial inventory by understanding your income, expenses, what you own & what you owe.
Step 3
Plan your future
Build your financial game plan. Learn about different approaches, strategies and products than can help you achieve your goals.
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.
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.