Know Your Money.Plan Your Future.
MYOFP is a Personal Financial Planning and Goal Management Platform designed to help you understand your financial position, monitor key financial ratios, set meaningful goals, and create a roadmap towards achieving them.
Plans starting from Free for 12 months with MYOFP Lite
No credit card required for Lite • Flexible Pay As You Go ($50 one-time) • Full monthly access
30-Day Money Back Guarantee on Full Version. Cancel Anytime.
MYOFP provides educational tools and general information only and does not provide personal financial advice.
MYOFP client portal · dashboard
Multiple currencies
Supports multiple currencies for global households.
Indicative estimates
Financial projections and valuations are indicative only.
Securely hosted
Protected with encryption and secure authentication.
What you get
Structured Analysis for Better Outcomes
Financial planning doesn’t need to be complicated. MYOFP helps you understand your financial position, track progress, and build a practical roadmap towards your financial goals.
Goal Management
Set financial goals such as building an emergency fund, purchasing a home, funding education, achieving early debt repayment, or planning for retirement. MYOFP helps you create a strategy, map existing assets and resources, identify potential shortfalls, and understand whether your goals are achievable based on your current position.
Savings Growth Projections
Understand how your savings may grow over time and explore how different contribution and investment scenarios could affect your goals.
Important Financial Ratio Analysis
Analyse your Debt-to-Income (DTI) ratio and other key financial indicators to better understand your financial position. Explore different repayment scenarios, evaluate early debt repayment opportunities, and understand their potential impact on your long-term financial goals.
Insurance Planning
Maintain a secure record of your insurance arrangements and perform life insurance needs analysis using a structured planning framework. Integrate insurance information into your overall financial plan to better understand your risk management position, identify potential gaps, and monitor important policy dates.
Secure Account Management
Your information is protected using industry-standard security measures, encryption, and secure authentication practices. Passwords are protected using industry-standard hashing and authentication technologies.
System features
A Comprehensive Dashboard Built for Security
Once inside your account, you gain access to a secure dashboard designed to provide a simple and intuitive financial planning experience.
Interactive Client Portal View
Monitor your financial position, savings growth, key financial ratios, and progress towards your goals. Stay informed with reminders of important upcoming dates based on your financial records, with notifications provided one month in advance.
Goal Planning Report
Generate comprehensive goal planning reports that clearly identify your roadmap.
- Your financial goals and priorities
- Assets allocated to each goal
- Estimated future values of linked assets
- Whether your goals are on track to be achieved
- Any projected shortfall
- The estimated additional monthly contribution required to bridge the gap
This allows you to better understand your financial pathway and make informed decisions about your future.
Insurance Planning
Maintain a secure record of your personal and general insurance policies and perform life insurance needs analysis using a structured planning methodology. Key features include:
- Insured amounts
- Premium details
- Policy ownership and nomination information
- Policy maturity and renewal dates
- Conveniently map existing insurance policies and financial assets to your estimated insurance requirements
- Generate detailed reports summarising your existing insurance arrangements and life insurance needs analysis
Receive reminders one month before important policy expiry, renewal or maturity dates to help keep your records up to date.
Secure Account Customization
Modify settings, manage your login details, and maintain account security using industry-standard authentication technologies.
Stripe Customer Billing Portal Integration
Manage your billing method, view payment history, manage subscriptions securely, and cancel subscriptions through a simple self-service process.
Pricing & Plans
Choose the Right Plan for Your Financial Journey
Start free for 12 months, choose flexible one-time access, or subscribe for continuous planning and scenario modeling.
MYOFP - Lite
Essential financial tracking for your household. Subscribed free of cost for 12 months.
$0/ 12 months
Cancel anytime • No credit card details required
What's included in Lite:
- Family Members — Add your household members so their names appear automatically as earners and asset holders throughout the app
- Income — Record employment income, salary, wages, self-employment, rental income and more
- Expenses — Track living expenses by category and manage your regular goal savings contributions
- Assets — Organise liquid savings, term deposits & investments, superannuation, real estate and vehicles
- Liabilities — Log mortgages, vehicle loans, personal loans and credit card / BNPL balances
- Dashboard — See your live net worth, monthly cash flow and asset breakdown at a glance
Easy to upgrade to MYOFP full-version anytime without repeating personal data entry.
Instant access • Zero commitment
MYOFP
Full Version Subscription
Ongoing goal management, shortfall analysis, insurance needs modeling, and progress roadmaps.
$50/ month
Billed monthly • Cancel anytime self-service
Full portal features:
- Everything included in MYOFP Lite
- Goal Management: short, medium, long-term and retirement planning with shortfall analysis
- Life Insurance Needs Analysis: capital and income needs calculation framework
- Policy register with automated maturity and expiry alerts 1 month in advance
- Point-in-time Financial Position Snapshot & exportable PDF roadmap reports
- Cash Flow & Debt-to-Income (DTI) ratio benchmarking
- Multiple currency support for global households
- Self-service Stripe customer billing portal & cancel anytime
- Coming soon: Tax planning strategies & debt-free goal roadmaps
- 30-Day Money Back Guarantee
30-Day Money Back Guarantee • Stripe billing
MYOFP - Pay As You Go
Just pay one-time $50 for full portal access for one month. Ideal for one-off financial reviews.
$50one-time
Full access for 1 month • Data saved forever
What's included in Pay As You Go:
- Full 30-Day Portal Access with all tools, calculators & PDF reports unlocked
- One-time payment of $50 via Stripe — zero auto-renewing subscriptions
- Permanent Data Retention: All household & financial entries securely stored
- Resume where you left off anytime in the future using the same email address
- Perform complete goal & insurance reviews during your active window
- Export and download your full point-in-time Snapshot Reports
- Tax planning & debt-free modules included when active
Access again in future where you left off by subscribing with the same email account.
One-time payment powered by Stripe
Simple Workflow
How It Works
Fast, friction-free onboarding without needing to remember another password.
Sign in with your email
No password needed (Glide magic link). Access your secure portal directly from your email inbox.
Verify your session
Verify your session with a 6-digit security code sent straight to your email.
Set up profile & family
Set up your profile and family members so their names appear automatically as earners and asset holders.
Enter your financial data
Work through each tab to enter your financial data: income, expenses, assets, and liabilities.
Advisor guidance & review
Your advisor can review your full picture, evaluate key ratios, and guide your planning roadmap.
Security & Privacy
Your Data is Protected
All personal details (names, dates of birth) are encrypted with AES-256 bank-grade security. Your data is locked to your email identity and never shared with other clients.
AES-256 Encryption
Bank-level cryptographic protection at rest and in transit.
Locked to Email Identity
Verified session authentication ensures only you access your account.
Strict Tenant Isolation
Client financial data is completely segregated and confidential.
Transition Pathway
Ready to Upgrade?
MYOFP Lite is the starting point. When you're ready, upgrade to the full MYOFP portal to unlock Insurance Management, Goal Planning (short, medium, long-term and retirement), an advanced Dashboard with upcoming important dates, and a full downloadable Snapshot Report — with all your Lite data carrying across instantly, no re-entry needed.
Insurance Management
Life insurance needs analysis and policy record register with proactive renewal alerts.
Goal Planning
Short, medium, long-term and retirement planning with asset linking and shortfall analysis.
Advanced Dashboard
Live tracking with proactive notifications for upcoming important financial dates.
Snapshot Report
Full downloadable PDF financial snapshot reports exportable at any point in time.
Zero repetition: all household & asset data entered in Lite transfers automatically upon upgrade.
Plan Comparison
Compare Plan Features
Detailed side-by-side feature breakdown to help you find the right fit.
| Feature | MYOFP - Lite | MYOFP (Full Version) | Pay As You Go |
|---|---|---|---|
| Family Members & Household Setup | ✓ | ✓ | ✓ |
| Income Recording (Salary, Self-Emp, Rent) | ✓ | ✓ | ✓ |
| Living Expenses & Goal Savings Tracking | ✓ | ✓ | ✓ |
| Assets Portfolio (Super, Property, Vehicles) | ✓ | ✓ | ✓ |
| Liabilities (Mortgages, Personal Loans, BNPL) | ✓ | ✓ | ✓ |
| Live Net Worth & Cash Flow Dashboard | ✓ | ✓ | ✓ |
| Goal Planning & Shortfall Analysis | — | ✓ | 30 Days |
| Life Insurance Needs Analysis | — | ✓ | 30 Days |
| Exportable PDF Financial Snapshot Reports | — | ✓ | 30 Days |
| Upcoming Expiry & Policy Date Alerts | — | ✓ | — |
| Tax Planning & Debt-Free Strategies | — | Coming soon | When active |
| Data Retained for Future Upgrades/Access | ✓ | ✓ | ✓ |
| Pricing Model | Free (12 Mo) | $50 / Month | One-Time ($50) |
Ready to make your own financial plan?
Backed by our 30-day money back guarantee.