Optimising advice for growth and performance.

XPLAN Consulting,Development,Conversion,Training, Support,Managed Services,

We are your local XPLAN consulting agency

With over 20 years-experience working in advice and technology, we understand the compliance and automation issues hindering the growth of advice firms. Our managed service delivers institutional grade advice solutions paired with superior advice and support from the very best team in advice technology.

A comprehensive framework including advice templates, wizards, fact finders and reports, ready to go!

Put our experts on your team and help take your XPLAN project to the next level.

We create unique hand-crafted XPLAN sites that deliver your advice brand and use XPLAN to its full potential.

We offer customised training on best practice use of XPLAN. Put the team at Planfocus on your team.

Increase productivity and lower the cost of advice

  • Great for clients, even better for you

A goals based approach to advice places clients at the centre of the advice process and utilises all the power and flexibility that XPLAN has to offer.

  • Managed accounts and SMSF specialists

With growth forecast at $60 billion over the next three years, deploying a robust managed accounts advice process is a must have for all fee-for-service advisers looking to improve their business models and achieving greater efficiency.

  • Productivity up ▲

Up to 20% within 3 months!  Higher advice production combined with the most effective utilisation of your available staff.

  • Cost of advice down ▼

What might a lower cost of advice mean for your business? Producing advice at a lower cost gives you more choice and control over your business direction.

  • Best practice design

We use the latest features and development techniques. Tried, tested and used by practices all over Australia. All our solutions can be customised and expanded to meet any advice specialty or vision.

  • Cost effective outsourcing

Fully implemented at a fraction of the cost of DIY. Experience real productivity returns in days rather than months.

XPLAN experts

What our clients say…

Both responsive and skilled

The team at PlanFocus have been serving our advice document needs for some-time now. We have found them to be both responsive and skilled at turning our business vision into… Read more “Both responsive and skilled”

No provider except PlanFocus understood exactly what I was after

PlanFocus has been helping me with matching data for the purpose of enhancing my XPLAN CRM. I put this tender out to the wider market and no provider except PlanFocus… Read more “No provider except PlanFocus understood exactly what I was after”

Our smoothest data transition yet

Rob and the team at PlanFocus provide a thorough approach to your technology service needs. With the assistance of PlanFocus our office recently completed an IRESS Xplan site conversion. At… Read more “Our smoothest data transition yet”

Always exceeded expectations

Jason quickly got to task and was always prepared to deep dive into really understanding our business. He was a pleasure to work with and always exceeded expectations

The team listened carefully to our exacting requirements

Class Super is always looking for better and more efficient ways to transition clients onto our platform. We asked PlanFocus to develop a custom transition tool for XPLAN users that… Read more “The team listened carefully to our exacting requirements”

From Our Blog

  Would you prefer to spend time speaking with clients and less time editing advice documents? Today, the Planfocus advice framework is used by more than 25 licensee across Australia....
  If you are a newly self licensed practice, you might be asking yourself if it’s worth engaging an XPLAN consultant to help you build out your advice framework or...
  Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today. Most licensees don’t have a full-time...