Financial planning for Filipinos
Build wealth with a clear plan.
PlanWealth is a financial planning app built for the Philippines. See where you stand today, where you're headed, and the one thing to do next, all on one page. Free tools are live now; the full platform launches soon.
The Problem
You work hard for your money. It deserves better than guesswork.
Your money lives in too many places — a payroll account here, a GCash wallet there, an MP2 you opened two years ago, a spreadsheet you stopped updating in March.
So the questions that actually matter go unanswered:
Tracking apps tell you what you spent. PlanWealth tells you what to do about it.
The Solution
One page. Your whole financial life.
PlanWealth brings it all together: what you have, what you owe, what you're working toward, and the next step that gets you there. No more piecing it together from five apps and a spreadsheet.
This shouldn't require a finance degree.
You don't need a 14-tab spreadsheet or a weekend reading about index funds. You need to know your numbers and what to do about them. That's the whole product.
Why PlanWealth?
Everything in one place
Cash, investments, debts, and goals together, so you can see how they connect.
It tells you what's next
Most finance apps look backward at what you spent. PlanWealth is built around the decision in front of you.
It knows where you live
Most software assumes you have a 401(k). We built for 13th month pay, SSS, and MP2.
Features
What you get
Your complete picture
Income, savings, investments, debts, and net worth in one dashboard instead of five tabs.
A plan for every goal
A house down payment, retirement at 55, or an emergency fund that survives December. Set the goal, see exactly what it takes.
Advice based on your numbers
Recommendations built on your actual situation, not generic tips recycled from a US finance blog.
Made for the Philippines
SSS, Pag-IBIG, MP2, PERA, and Philippine taxes. Planning that matches the system you actually live in.
How It Works
From scattered numbers to a clear plan.
Enter your numbers
Income, expenses, savings, investments, debts, and goals.
See your plan
Your financial health today, projections for where you're headed, and the gaps worth fixing first.
Follow through
Clear next steps that update as your life changes.
Free Tools
Start getting clarity today.
The full platform is coming. In the meantime, these free tools help you nail the basics — no sign-up needed.
Risk Appetite Quiz
Find your investor profile in under 5 minutes, from Guardian to Trailblazer, so you can invest in a way that actually fits you.
Find my profileEmergency Fund Calculator
How much do you actually need? Get your number in under 2 minutes, based on your real monthly expenses.
Calculate my numberGot a suggestion? Let us know
Our Mission
Why we're building this
We got tired of doing financial plans in spreadsheets and foreign apps that have never heard of Pag-IBIG. Filipinos deserve a planning tool designed for how money actually works here — built by financial planners, for people who live and earn in the Philippines. So that's what we're building.
Start with a clear picture.
PlanWealth launches soon. Join the waitlist for early access and we'll email you the moment it's ready — no spam, just one message when it's live.