BudgetPlan

For partners.

Financial counsellors, community programs and government teams already help households with money. We want BudgetPlan to make that work easier, and to keep helping between appointments.

  • Financial counsellors

    With the client's consent, a counsellor view of the same household P&L the client sees. No more rebuilding a budget from bank statements at the first appointment.

  • Community programs

    A free tier for the people you support, with plain-English guidance at a Year 7 reading level and a clear path to the National Debt Helpline when someone is in hardship.

  • Government and regulators

    Measured outcomes you can report on: savings found, goals reached and fewer overdrawn fees. We are building to WCAG 2.2 AA accessibility from the first release.

  • Employers and unions

    A financial wellbeing benefit for staff and members, once the app is live.

Talk to us.

Tell us a little about your organisation. We reply within two business days.