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Tool 02
Wealth Plan Builder
Answer three sets of questions. Get a personalised step-by-step wealth plan built from the principles in the best finance books ever written.
Free
3 steps
Personalised output
No account needed
Step 1 of 3
Your financial baseline
Approximate figures are fine — this isn’t a tax return. The plan adjusts based on where you are, not where you wish you were.
After tax
What you actually spend
Total portfolio value today
Credit cards, personal loans (7%+)
Step 2 of 3
Rank your financial goals
Drag to reorder. What matters most to you shapes the plan you’ll receive. There are no wrong answers — only honest ones.
Step 3 of 3
Your relationship with risk and time
These answers calibrate how aggressive or conservative your plan should be.
FI = your portfolio covering your expenses indefinitely. Not necessarily “retire” — just “optional”.
Your plan preview
Savings rate
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FI number (25×)
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Est. FI timeline
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Your personalised wealth plan
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Savings rate
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FI number
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Est. FI in
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Portfolio projection
Based on your current savings rate, investing surplus in index funds at 8% average annual return.
Projected portfolio value
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Your step-by-step action plan
Built from the principles in the best finance books, tailored to your situation. Check off each action as you complete it.
The books that underpin this plan
These are the specific books that inform the recommendations above — in the order you should read them.
For educational purposes only. Not financial advice. Projections assume consistent contributions and average historical returns.