Wealthy Advisers Club Planner
Productivity
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Plan your week, track key activity and stay accountable with a simple performance planner for ambitious mortgage and protection brokers.
The Wealthy Advisers Club Planner helps mortgage and protection brokers plan their week, track key activity and stay accountable.
Built for busy advisers and brokers, the app gives you a simple way to organise your priorities, monitor progress and keep your most important business actions in one place.
Use it to plan your week, set clear goals, track sales and prospecting activity, review your performance and stay consistent with the habits that help you move your business forward.
Key features include:
• Weekly planning to help you focus on the right activity
• Goal tracking for business and personal targets
• Sales activity tracking to monitor progress
• Habit and consistency tracking
• Notes and reflection sections
• Simple performance reviews to help you see what is working
• A clean layout designed for busy advisers and brokers
The app is designed for mortgage brokers, protection advisers, insurance brokers and financial services professionals who want more structure, focus and accountability in their working week.
The Wealthy Advisers Club Planner does not provide financial advice, mortgage advice, insurance advice, suitability reports or regulated client recommendations. It is a planning, productivity and performance tracking tool only.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, The Wealthy Advisers Club, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- THE WEALTHY ADVISERS CLUB LTD
- Size
- 39 MB
- Category
- Productivity
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
English and 15 more
- English, Catalan, Czech, Dutch, Finnish, French, Hebrew, Hindi, Indonesian, Italian, Polish, Simplified Chinese, Spanish, Traditional Chinese, Turkish, Vietnamese
- Age Rating
4+
- 4+
- Copyright
- © 2026 THE WEALTHY ADVISERS CLUB LTD