Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
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Reviews
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Reviewer opinions
Overview
Plenty is “financial GPS” - we show people where they are with their financials and what route to take to reach their financial goals. Along the way we provide the same advice you would expect from a good financial adviser including advice around goals, budgeting, cash flow, debt, super, insurance, and investments. The best news is…this advice free. Plenty takes the $2,500, 6-week affair that it takes to get a financial plan today and boils that down to a free 10-minute digital process. We also have in-house advisers to assist if you want help with the implementation of your advice.
Reviews
4.6
out of 5 starsRaunaq
25-35 years old"I found Plenty via a google search – I was looking for some advice around my budgeting and cashflow. I found the initial onboarding quite difficult but the output at the end was well worth it. The financial roadmap produced had some very valuable information in it and gave me a clear indication of what my budget should be to reach my goals. There are also some useful tools to help me track my budget each month."
02 October 2018David
25-35 years old"My wife and i decided to give Plenty a try after being referred by a friend. We found the platform very easy to use and we found a lot of useful advice. Particularly around superannuation and our mortgage (we were able to reduce our monthly repayments by $110). The budgeting and reporting tools were also very useful. The only downside to the platform is they were not able to help us implement the investment advice they gave"
02 October 2018Penelope
36-45 years old"We were looking for financial advice to help sort out our finance for our family. A couple of very expensive financial advisers were referred to us but we found Plenty via a quick google search and what a find! We got quick answers to lots of the budgeting, credit card debt (!), mortgage and investment questions we had through a combo of their online pages and their support! "
12 October 2018Alan
36-45 years old"I found Plenty via a google search and decided to give it a try. The wife and I have been meaning to do something about our mortgages and insurance for a while now so it was great timing! I found the advice Plenty gave us to be easy to understand and very useful - the ability to change our goals and get new plans in an instant is very helpful as well. "
05 April 2019Videos
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Article coverage:
Key information
- Category
- Budgeting
- Borrowing
- Saving
- Investing
- Superannuation
- Life Insurance
- Tax Planning
- Pension
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Yes
- Fee structure
- Free Service
- Subscription
- Fees Based On Value of Assets
- Is there a free trial?
- Yes
- Customer support
- Phone
- Live Chat
- FAQ
- Date founded
- 2016
- Company website
- Visit site
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