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”

Mark Malone

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”

Harry Wong

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”

Lucy Minehan

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

David Pitcher

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”

Morne Barnes

From Our Blog

  Whether you are considering self-licensing, or you are an existing licensee taking on new advisers, transferring client and adviser remuneration can be a difficult task for the inexperienced. IfRead more “5 tips for a smoother self-licensing experience”...
  Introducing Planfocus Advice Admin Services Is compliance and limited automation hindering how long it takes you to produce advice and service your clients? Would you like to improve yourRead more “Planfocus Advice Admin Services”...
    Today we are pleased to announce the appointment of Violet Sabo as Senior Consultant, Advice Admin Services. Ms Sabo joins the company to lead the Brokerage and AdviceRead more “Planfocus appoints senior consultant”...