Configure your planning preferences — choose a persona preset, set inflation assumptions, and define your family structure.
Quick-start with a persona that matches your situation. It pre-fills typical settings so you can get going faster.
Add family members for couples planning, dependants for expense modelling, and beneficiaries for estate planning.
Fine-tune inflation rates, growth assumptions, fees, and tax settings. These drive your entire projection engine.
Your plan settings are in place. Next, move to Step 3 to enter your financial details in the Fact Find.