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PUBLISHED : Monday, 28 January, 2013, 12:00am
UPDATED : Monday, 28 January, 2013, 7:08am

Best financial planning resources

Only 5 per cent of private investors have a plan that states their financial goals and living costs. By running your household on a plan, like a business, this site believes you are more likely to achieve your goals. Simplifi provides self-serve financial planning tools aimed at middle-income earners. Whether you need to navigate your way out of debt, find low cost credit or invest your portfolio, this free site can help you find what you want.

The site is a showcase for software sold to financial advisers, but it is aimed at individual users. Planwithvoyant makes use of colourful graphics and videos. If you aren't interested in the firm's products, the video on how to survive a market crash is definitely worth a peek. The site's graphics are colourful and simple, as if designed for children. But for most of us a bit of colour and dumbing down wouldn't go amiss.

The site sells financial planning software. The plans guide users on how much they should save each month to hit their retirement goal. Investing tools simulate outcomes for your portfolio, outlining the impact on retirement.


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