The whole of advice,
in one platform.
PlanHouse is the complete, AI-native platform for AU & NZ advice firms — fact-find, projections, research, recommendations and AI-drafted SOAs in one place, with the adviser in control at every step.
Built for AU & NZ advice firms · In private beta.
Everything an advice practice needs
A single workspace that replaces the patchwork of tools, spreadsheets and document templates most firms still glue together by hand.
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AI advice drafting
Draft SOAs, ROAs, review reports and engagement letters from a one-line scope, grounded in the client record — every output a draft you review and own, exportable to branded PDF or editable Word.
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Meetings → facts
Turn a meeting into a file note and structured record updates. Paste a transcript or upload a Teams/Zoom caption; PlanHouse drafts the note and proposes changes — each backed by the exact words it came from, for you to apply or dismiss.
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Document intelligence
Upload PDS, TMD and research; the assistants answer questions and cite the exact page, across your whole knowledge base.
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Projections engine
Deterministic AU + NZ tax, super, KiwiSaver and Age Pension — plus SMSF and trust structures — in a live scenario workbench that drops straight into the SOA.
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Calculators
Standalone income-tax, super, KiwiSaver, Age Pension, Division 296 and aged-care calculators — pre-filled from the client record — plus a public retirement calculator you can share from your own site.
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Research library
In-house research on funds, model portfolios and direct shares & ETFs, built from primary sources — a live ASX/NZX/US lookup with prices, returns and fundamentals, across AU and NZ. Research informs your advice; it never becomes it.
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Portfolio models
Build reusable model portfolios — firm-wide or your own — with blended fees, a growth/defensive split and historical returns, then drop a saved model straight into a client's advice.
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Recommendations & implementation
Build recommendations from your Approved Product List and record the recommended portfolio down to each holding; they flow into the SOA as numbered tables with switch comparisons and cost detail, then track through acceptance to implementation in a firm-wide register.
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Entities & structures
SMSF, trusts and companies as first-class records, with entity-aware projections and ownership tracked across every asset.
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APL & strategy library
A firm-wide Approved Product List with Best Interests rationale and research, plus a reusable strategy library for consistent house views.
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Compliance & AML
Append-only audit trail, locked fact-find snapshots, a fee-consent register and a one-click regulator bundle — plus an encrypted ID vault with AU sanctions and NZ customer-due-diligence screening.
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AU and NZ from day one
One platform, two regimes. Sign up under the right jurisdiction; rates, templates, disclosures and documents follow.
From client to advice, in one place.
Three steps. One platform. No more bouncing between spreadsheets, templates and a half-dozen logins.
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Capture
A guided fact-find captures the client's full picture once.
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Model & advise
Projections, recommendations from your Approved Product List and AI drafting do the heavy lifting.
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Deliver
Branded SOAs, ROAs and reviews — AI-drafted, you review and sign off, with the compliance trail kept for you.
Adviser-in-the-loop, always.
Every AI output is a draft. PlanHouse is a productivity tool — you own all advice. A full audit trail and adviser sign-off are baked in.
Bring your advice cycle into one workspace.
Fact-find to issued SOA, projections and compliance — in one place, every AI output a draft for you to review and own.