Be Your Own Financial Advisor.
The Future Years Financial Planning Dashboard For Everyone.
See and Control Your Future Finances and Shape Your Life Choices.
Create a 'whole life' model of future financial well-being. You chose how far ahead you want to look.
Answer those important questions - how and when...
- Can we afford that house, that car, those school fees, our retirement?
- Can I stop work early, take a sabbatical, go part-time?
- .... and those other important things to live life to the full.
Create a simple to use but sophisticated model of your income, outgoings, assets and costs and see how they change over the years.
Play with different options to understand how your choices are affected. What-if this happens, what-if that changes. Model it and see.
With PersonalProjexion you can show, share and understand ideas and plans about today, tomorrow and your future.
Simplified Lifetime Modelling: Model what you have today and what you plan to have in the years ahead. Tools provided to speed up and simplify the process.
Straight Forward: Simple and easy interface (both graphic and numeric) provides clever and sophisticated information analysis. Optional summary and detailed levels of reporting.
Multiple Models: Create, hold and modify up to five independent models to support different life-time scenarios.
'Auto-Solve': A dynamic and flexible feature to re-allocate resources and demonstrate future solvency. Where PersonalProjexion identifies a resource shortfall to cover your expenses a prioritised re-allocation of resources will try to keep you 'in the black'.
'Auto-Investment': Another dynamic and flexible feature to manage surplus or shortfalls. As in the real-world, unallocated 'cash' (amounts in excess of, or through a shortfall of) planned income and expenditure become subject to maintainable cash, investment or loan rates of interest.
What-If Analysis. Dynamically change key elements of the model (e.g. pension performed better/worse than expected, house prices did/didn't rise as anticipated, income grew faster/slower than believed and others) and see how your future choices will change.
Multiple Annual Expenditure Levels. In the real world, your annual expenditure will change with your stage of life and the events around you. PersonalProjexion allows the maintenance of multiple stages / levels of annual expenditure over the model lifetime.
Types of Entry: All key classes of income, outgoings, assets and costs catered for so your model can be as comprehensive as you choose.
Tax: Choose to have PersonalProjexion work on a gross or net of tax basis.
Real and Nominal View: You choose how you want to see the future. As it will look or based at today's prices.
One or Two People: Models can be for one person or a couple.
Your Privacy: No account required; the application and the data sit in your own data-store.
Help: Extensive help, with context sensitive guidance.
Security: Password security built in.
Creating a new pension - selection text not disappearing, bug fix.
Ratings and Reviews
Clever at what it does
You can pay alot of money for a Financial Sdvisor to run a forecst fo you of where you will be in the next 10, 20, 30 years and beyond - how your pensions will perform etc. ProjexionPlanner makes it a relatively easy exercise to do this for yourself and to maintain a few (up to 5) different models going forward. It could be more visually appealing and has a couple of quirky interface items but that is not as important as its ability to churn out some reasonable forecasts using its built in algorithms.
The model, once built, can be manipulated with some neat sliders and takes account of inflation, investment growth, property value growth and multiple life events e.g. changing your car every five years in retirement.
I would certainly recommend the product and I hpe the developer will continue to enhance it - I wold look forward to seeing a V2 for sure but will continue to use this version in the meantime.
Great tool -
exactly what the home needs for building and managing a financial plan without the high costs of an advisor. Easy to use and build various scenario models. I had a couple of queries which were clearly and concisely answered via the support email within hours. Great product and removes the need to various spread sheets and reduces confusion around finance planning, just what I needed, thanks
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
- Mark Squire
- 5.6 MB
- Requires macOS 10.12 or later.
- Age Rating
- © 2018 Mark Squire
Up to six family members will be able to use this app with Family Sharing enabled.