Understand what your chosen lifestyle could require. Build a plan, follow your progress and make your next step clearer.
Freedom starts with your retirement goal. Our wider direction connects everyday money, personal assets and debts, tax records and family legacy—so the decisions fit together.
The current product supports retirement planning and progress tracking. Features depend on the plan and access assigned to your account.
Available
Freedom Number
One complimentary assessment of the savings needed for your chosen lifestyle and retirement period. Adjust your inputs and recalculate while completing that assessment; this is not a one-login offer or a one-year trial. Review dates, spending, savings, contributions, inflation and return assumptions. Ongoing reassessments, saved plans and progress tracking belong to paid Freedom Journey.
Results use your assumptions; they are planning estimates, not promises of investment performance. Existing Freedom does not yet provide personal bookkeeping, bank feeds or tax-return filing.
THE CONNECTED PICTURE
From this month to the years ahead.
Know where you stand, plan what comes next and keep the evidence behind your decisions.
Understand todayIncome, spending, assets and debts.
Plan the next monthRegular bills, household needs and saving.
Build your freedomYour goal, contributions and progress.
Prepare your legacyTax records, family intentions and reviewed plans.
This describes the product direction. Only Freedom Number and Journey are offered in the current application.
WHAT COMES NEXT
One product. A broader view of your life.
These areas are planned extensions. Their pages explain the scope; the tools are not yet available.
Planned
My Money
A planned personal and household money workspace connecting everyday records, budgets and the assets and debts behind your Freedom plan.
Your net worth and your Freedom resources are different.
Your home, investments and retirement accounts help explain what you own. Debts explain what you owe. The amount available for retirement also depends on access, timing, costs and the money you need to keep aside.
What I own − what I owe
Your personal balance sheet explains net worth and helps reconcile the records.
What can support my chosen lifestyle
Your Freedom plan uses the resources and income you identify as available for that purpose.
Software access, advisory engagements and book purchases remain separate. Existing pricing is unchanged; planned modules do not create new access entitlements.
Personal financial planning
Freedom Journey
Turn your Freedom Number into a plan you can revisit.
Save your financial freedom plan
Compare scenarios and milestones
Record progress and revisit history
Revisit and update your assessment
Planning results depend on your assumptions. Tax filing and legacy tools are planned, not available features.
First-year offers are paid annually and exclude applicable taxes. Monthly figures show the equivalent annual cost, not monthly instalments. Renewal prices are shown before purchase. Paid checkout is not yet active.