Pricing
Use Planiva to test real financial decisions, compare scenarios and revisit your plans. Early access is currently free while the product develops.
The live product is currently available through free early access, which includes the current retirement, cash flow, tax, Capital Gains Tax and estate tools.
That includes retirement, cash flow, tax, Capital Gains Tax and estate planning tools. The pricing structure shown below is indicative only and is there to explain the likely shape of paid access later on.
If Planiva becomes part of your planning routine, the aim is one account, one bill and the ability to add or remove tools as your questions change.
Planiva is currently available through free early access. Access is free and includes the retirement, cash flow, tax, Capital Gains Tax and estate tools currently live today. The paid structure shown here is indicative, not a promise of launch pricing.
Early access is provided for informational planning purposes only and does not constitute financial, tax, legal, or investment advice.
Start freeUse it enough to decide whether it earns a place in your routine.
Free
A simple starting point if you want to test real decisions before committing to paid access later.
Available after early access
Pick the tools you use regularly and keep them on one bill.
Select one or more tools to see how a future paid bundle could be structured.
Available after early access
The simplest option if you expect to revisit several decision types.
Includes the full live tool set and any new tools that are added while your subscription is active.
Available after early access
Today that includes retirement, cash flow, tax, Capital Gains Tax and disposal, and estate planning. The point is to help you test decisions, compare what changes and revisit the plan when assumptions move.
Ask about pricingKeep it simple: start free, then either build around the tools you actually use or choose `All Access` if your planning questions broaden over time.
| Access | Starter | Build Your Plan | All Access |
|---|---|---|---|
| Free access while early access is live | Included | Not included | Not included |
| Compare saved scenarios within each planner | Not included | Included | Included |
| Choose exactly the tools you want | Not included | Included | Included |
| Add or remove tools later | Not included | Included | Included |
| Save scenarios and return later | Not included | Included | Included |
| Exports and downloadable reports | Not included | Included | Included |
| One bill and one renewal date | Not included | Included | Included |
| New tools included automatically | Not included | Not included | Included |
| Best option for broader use over time | Not included | Not included | Included |
Planiva is currently available through free early access across the live decision-modelling tools. Start with early access to use the product now; the paid structure shown here is the current model we may use when paid access goes live.
