There's a version of XPLAN support that works beautifully — for large licensees with big teams and standardised advice processes.

Then there's the reality for most self-licensed boutiques: paying for a solution built for someone else, and spending more time working around your system than working with it.

Planfocus exists to change that.

We're a boutique XPLAN consulting and managed services firm, working exclusively with self-licensed financial planning practices across Australia. Small enough to give every client genuine senior attention. Experienced enough to solve the problems the big providers say can't be done.

We build XPLAN environments around your business — your advice model, your client base, your compliance requirements. Not the other way around.

Whether you're newly self-licensed and need a complete XPLAN ecosystem from scratch, or you've outgrown a cookie-cutter setup and need something that actually fits — we've built it before, and we'll build it for you.

What we offer:
→ Blueprint Managed — your XPLAN site, supercharged with our advice framework and tailored to your firm
→ Blueprint Hosted — a fully configured, ready-to-go XPLAN environment with nothing left to set up
→ Blueprint Back Office — Brokerage processing, admin and operational support so you can focus on advice
→ XPLAN Consulting — custom builds, reports, workflows, and integrations

We're not the biggest XPLAN provider in Australia. That's the point.

📍 Australia-wide | 🌐 planfocus.com.au

Planfocus Consulting

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