Planswell Review - Digital Financial Planner in Canada | Jessica Moorhouse





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Published on Mar 14, 2018

Tired of paying high fees just to get a financial plan for yourself? Well, now you don’t have to. Enter Planswell, the first digital company to help you build a comprehensive financial plan - for free - in 3 minutes.

You may notice that my video review of Planswell is longer than 3 minutes, but that's because I go in-depth on every single thing about Planswell to give you an inside look on what to expect before diving in yourself.

To recap some of the things I touched on in this review, Planswell is an independent company (meaning they aren't backed by any financial institution like a big bank), which is important to note because it means there are no restrictions in finding you the best deal when it comes to insurance, borrowing, and investing, without being biased towards any one company. And if you don’t like one of the offers they get from one place, no problem. They promise to go somewhere else to find you a better deal.

Also, although they are a digital company, there are humans you can talk to (because sometimes we just need to talk to someone instead of talking to a robot, am I right?). They've got what they call their PlanPros on standby to help you by phone and email 7 days a week. These folks have a deep knowledge of best practices when it comes to all matters finance, and they're incentivized to do what's in your best interest, always.

Planswell is currently offering my peeps not only a free financial plan, but also up to $20,000 worth of investments managed for free for the first year. If you currently have $20,000 invested in mutual funds, you could switch and save somewhere around $500 in fees. To get started, visit https://planswell.com/momoney.


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