🟒 Launching Early 2026

Stay in Charge.

Stay in charge of your money β€” with a little help from technology.

Managing finances gets harder as we age, but it doesn’t have to be stressful. We help you see exactly what’s happening with your money, so you can relax and enjoy life.

πŸ”’ Safety is Our Priority

πŸ‡¦πŸ‡Ί 100% Australian Owned

🏦 115+ Banks Supported

Happy couple

THE PROBLEM

Is managing money becoming a chore?

Banking has changed. Branches are closing. It is too complex. You are not alone feeling this way.

πŸ”’

I just want a simple and safe way to see my money

I want to be on top of your money, but information is sometimes overwhelming. I just want a simple way to know my money is safe and sound.

πŸ“¨

I am waiting for paper statements to check for irregularities

Waiting for the postman is slow. And trying to find one irregular transaction in a sea of tiny numbers is tiring work.

πŸ“±

I worry about making a mistake online

Online banking can feel scary. I worry that pressing the wrong button will send money to the wrong place.

🏦

I don’t feel safe sharing my passwords just to get help

You’re not ready to hand over control. You just want help available when you need it.

THE SOLUTION

There is a better way.

My Lasting Plan is the smart helper that lets you see all your bank accounts at once, get intelligent notifications, and enjoy true peace of mind.

⚑

Empowerment

To stay in the driver’s seat

We want to give you simple tools to keep control of your decisions. We make it easy for you to safeguard your financial independence.

🫢

Family Harmony

To protect your relationships

When money is organised and clear, there is no confusion and no stress for the family. We help protect your family harmony just as much as we help you safeguard your money.

🌳

Legacy

To safeguard your hard work

Savings are for the life you designed and the people you care about. We help watch over that wealth to ensure it supports the legacy you want to leave behind.

How it Works

My Lasting Plan Difference

Protection without giving up privacy. Support without losing control. The way it should be.

πŸ“Š All Your Accounts, One Dashboard

Connect multiple banks securely through Open Banking. See every account balance in one place β€” no manual data entry, no repeated logins.

  • 115+ Australian banks supported
  • Regularly updated balances
  • Secure, read-only access

🎯 Smart Notifications That Actually Make Sense

Set your own rules based on your life. Not generic warnings that clog your inbox β€” personalised notifications that catch what matters.

  • “Flag if cash is withdrawn more than usual”
  • “Tell me if I might have forgotten to pay a bill”
  • “Notify me if my spending changes significantly”

πŸ“ˆ Wellbeing Updates, Not Just Problems

You get regular “all clear” updates when things are going well. Not just alerts when something goes wrong.

  • Weekly wellbeing summaries
  • Celebrates good financial health
  • Peace of mind, not just alerts when something’s wrong.
  • βœ“ No credit card required
  • βœ“ Exclusive launch discount
  • βœ“ Early access to beta
  • βœ“ Priority onboarding support

We respect your privacy. No spam, ever.

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Questions

Frequently Asked Questions

What makes My Lasting Plan different?

Most banking apps are complicated and disconnected. We are designed specifically for over 65s.

1. All Your Banks in One Place. Banks don’t talk to each other. We do. See your savings, term deposits, and loans on one screen without juggling multiple passwords.

2. Mistake-Proof Safety. Our service is “read-only.” You cannot move money, pay bills, or transfer funds. There is zero risk of pressing the wrong button.

3. We Simplify Checking. Stop squinting at bank statements. You set alerts. We watch for the irregular transactions and alert you instantly. You relax; we handle the details.

Do I need to be tech-savvy?

Not at all. If you can use email and online banking, you can use My Lasting Plan.

Is my data secure?

All data is encrypted end-to-end. We partner with an ACCC-accredited Consumer Data Right provider for Open Banking integration. Our platform can only view transactions β€” it can never move your money, make payments, or change your accounts.

How much does it cost?

Pricing will be announced closer to launch. Waitlist members will receive an exclusive launch discount. No credit card is required to join the waitlist.

When will My Lasting Plan launch?

We’re planning to launch in early 2026. Waitlist members will get early access starting in March for beta testing, with priority onboarding support.

Ready to Age With Confidence?

Join other Australians who are planning ahead without giving up control. Limited beta spots available.

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