Plan2Succeed

Plan2Succeed is a personal wealth app that helps you manage and monitor your financial world in the one place. Once you download the app, you can be connected to your finances in just minutes.

And with bank level security, your data has never been safer.

What features are available with Plan2Succeed?
Data Collection
Give yourself greater control with up-to-date access to all your financial information, including all your assets and liabilities – bank accounts, credit cards, properties, cars, loans and mortgages.
Cash Flow
Keep track of your cash flow with the auto categorisation of spending and expenses
Digital Document Signing
Save time and paper by signing those important documents digitally on any device.
Goals
Have a financial goal? Achieve it with our Goals feature, which helps you budget to reach it.
Connect to a professional
Plan2Succeed can provide your accountant or financial professional with valuable data that they can use to assist you.
Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud.

So, take control of your finances and download the Plan2Succeed app today.

(Logbook function will uses location background mode, which may dramatically decrease battery life)