FreshPlan’s modular tools are designed for today’s reality: limited time, rising client expectations, and the pressure to stay efficient without sacrificing value.
Whether you’re answering a quick question or simplifying a complex need, FreshPlan helps you respond faster—with more clarity and confidence.
Adjust your approach based on client needs and engagement level. Use a single tool for light-touch interactions or integrate with full planning software for comprehensive cases.
Simplify conversations around goals, trade-offs, and early value. Discover More →
Help clients plan with confidence—no matter how far they are from retirement. Discover More →
Illustrate the cost of inaction and the value of forward thinking. Discover More →
Show how timing and contribution strategies affect long-term outcomes. Discover More →
Turn abstract market concepts into meaningful portfolio discussions. Discover More →
Guide coverage reviews and risk assessments with easy-to-use tools. Discover More →
Compare repayment strategies, assess affordability, and clarify true costs. Discover More →
Spot tax-saving opportunities and explain after-tax implications clearly. Discover More →
Use built-in data to explain market patterns and long-term resilience. Discover More →
Give Clients More—Before the Meeting
With FreshPlan Premium, securely share calculators so clients can explore key questions and test scenarios on their own.
They’ll arrive more prepared—and you’ll save time for deeper, strategic conversations.
“FreshPlan isn’t just about numbers—it’s about transforming how financial advice is delivered.
Designed to fit seamlessly into your workflow, our tools help you communicate clearly, personalize advice, and work more efficiently.”
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Developer
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Developer
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Developer
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