ADVISOR PERSPECTIVES
Why advisors choose Planworth
Natasha Knox
Alaphia Financial Wellness
At Alaphia, Natasha's mission is to bring into focus clients' core beliefs around money, and create harmony between life and finances.
“Since implementing Planworth, our client collaboration in the planning process has reached new heights. Planworth's platform and tools have enhanced our ability to collaborate with clients and make planning more transparent and educational. And our clients find it empowering.”
Favourite Features
What I Love
Collaboration
My priority is collaborative planning that offers value to clients. When I discovered Planworth, I immediately recognized it as the right choice for my firm's needs, considering how we view the role of planning software in how we serve clients and approach the planning process.
Understanding & Detail
From the demo, it was apparent that Planworth's team had a deep understanding of financial planner pain points and the true value of comprehensive planning. This level of understanding and attention to detail impressed me enough to make the effort to switch.
Data Visualization
Another aspect I appreciate is Planworth's reporting and data visualization. The platform's client-centred reporting presents written plans that are straightforward, meaningful, and actionable.
Customer Service
And furthermore, Planworth's excellent responsiveness to my feedback, high-quality platform training, and fast response times to my questions have saved me valuable time when I'm stuck!
Jake Sheehan
Life Design Systems
At LDS, Jake specializes in insurance based tax and estate planning strategies.
“Planworth's ability to handle complex corporate and trust structures, without any workarounds, sets the platform apart.”
Favourite Features
What I Love
Easy to Understand
Planworth makes data very accessible and easy to understand, for me and my clients.
Issue Spotting
The Evaluation and Wealth Insights engine help us flag considerations for clients.
Automatic Updates
Automatic updates and notices about tax changes and rates provide peace of mind that we are on top of planning for our clients.
Efficiency without Compromise
Planworth makes capturing data, running sophisticated calculations, and generating high-quality analysis easy.
Bily Xiao
Mobius Planning
Bily specializes in retirement planning and tax optimization for business owners.
“Planworth is stellar at complex scenario modeling and what-if analysis. Robust corporate planning is fully integrated – not just a feature in name only! Building a plan with Toggles is intuitive and easy.”
Favourite Features
What I Love
Corporations
Having real cash flow planning with corporations, where corporate revenues accrue to corporate savings, can pay for corporate expenses, and can be distributed to the client.
Quick Calculations
Planworth's snappy UI/UX and calculations significantly reduces the time it takes me to create and update plans for clients.
Complex Modelling
Planworth makes it easy to model complex what-if scenarios that include multiple corporations and shareholders.
Scenarios
With Toggles and scenario management tools, it's easy to show clients the impact of different decisions and strategies on their financial future.
Craig Jensen
Next Level Financial
At Next Level, Craig focused on building sustainable value with his clients and ensuring financial peace of mind.
“Each financial plan provided to our clients has unearthed value not discovered by previous retirement and estate planning. Planworth's digitized form of needs analysis offers us a standard and thorough business practice that ensures our client needs are met and allows for our team's growth.”
Favourite Features
What I Love
Cutting Edge Platform
Planworth truly captures retirement and estate planning for our clients through their advanced user-friendly platform.
Attention to Detail
Planworth creates significant value for our clients through detailed needs analysis and fact-finding.
Wealth Insights
It's easy to build wealth plans around personalized tax and estate insights for clients, including relative urgency and potential next steps.
Client Satisfaction & Growth
Our clients have never been more pleased with the data presented and our team is reaping the benefits of Planworth's platform.
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