Know Your Money.Plan Your Future.
MYOFP is a Personal Financial Planning and Goal Management Platform designed to help you understand your financial position, monitor key financial ratios, set meaningful goals, and create a roadmap towards achieving them.
Only $50 per month
Secure payments powered by Stripe.
30-Day Money Back Guarantee. Cancel Anytime.
MYOFP provides educational tools and general information only and does not provide personal financial advice.
MYOFP client portal · dashboard
Multiple currencies
Supports multiple currencies for global households.
Indicative estimates
Financial projections and valuations are indicative only.
Securely hosted
Protected with encryption and secure authentication.
What you get
Structured Analysis for Better Outcomes
Financial planning doesn’t need to be complicated. MYOFP helps you understand your financial position, track progress, and build a practical roadmap towards your financial goals.
Goal Management
Set financial goals such as building an emergency fund, purchasing a home, funding education, achieving early debt repayment, or planning for retirement. MYOFP helps you create a strategy, map existing assets and resources, identify potential shortfalls, and understand whether your goals are achievable based on your current position.
Savings Growth Projections
Understand how your savings may grow over time and explore how different contribution and investment scenarios could affect your goals.
Important Financial Ratio Analysis
Analyse your Debt-to-Income (DTI) ratio and other key financial indicators to better understand your financial position. Explore different repayment scenarios, evaluate early debt repayment opportunities, and understand their potential impact on your long-term financial goals.
Insurance Planning
Maintain a secure record of your insurance arrangements and perform life insurance needs analysis using a structured planning framework. Integrate insurance information into your overall financial plan to better understand your risk management position, identify potential gaps, and monitor important policy dates.
Secure Account Management
Your information is protected using industry-standard security measures, encryption, and secure authentication practices. Passwords are protected using industry-standard hashing and authentication technologies.
System features
A Comprehensive Dashboard Built for Security
Once inside your account, you gain access to a secure dashboard designed to provide a simple and intuitive financial planning experience.
Interactive Client Portal View
Monitor your financial position, savings growth, key financial ratios, and progress towards your goals. Stay informed with reminders of important upcoming dates based on your financial records, with notifications provided one month in advance.
Goal Planning Report
Generate comprehensive goal planning reports that clearly identify your roadmap.
- Your financial goals and priorities
- Assets allocated to each goal
- Estimated future values of linked assets
- Whether your goals are on track to be achieved
- Any projected shortfall
- The estimated additional monthly contribution required to bridge the gap
This allows you to better understand your financial pathway and make informed decisions about your future.
Insurance Planning
Maintain a secure record of your personal and general insurance policies and perform life insurance needs analysis using a structured planning methodology. Key features include:
- Insured amounts
- Premium details
- Policy ownership and nomination information
- Policy maturity and renewal dates
- Conveniently map existing insurance policies and financial assets to your estimated insurance requirements
- Generate detailed reports summarising your existing insurance arrangements and life insurance needs analysis
Receive reminders one month before important policy expiry, renewal or maturity dates to help keep your records up to date.
Secure Account Customization
Modify settings, manage your login details, and maintain account security using industry-standard authentication technologies.
Stripe Customer Billing Portal Integration
Manage your billing method, view payment history, manage subscriptions securely, and cancel subscriptions through a simple self-service process.
Pricing
Simple Monthly Pricing
Secure your monthly subscription. Easy billing, cancel anytime.
MYOFP Subscription
Analysis & Planning Access
Full access to member portal metrics, goal planning & reports
$50/ month
- Full Access to Wealth & Goal Dashboard
- Goal Planning Reports & Shortfall Analysis
- Insurance Record Management & Expiry Alerts
- Cash Flow & Debt-to-Income Ratio Analysis
- Multiple Currency Support
- 30-Day Money Back Guarantee
- Secure Payments Powered by Stripe
- Cancel Anytime Self-Service
Payments processed securely by Stripe
Ready to make your own financial plan?
Backed by our 30-day money back guarantee.