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Meet MyGenie

For individuals

See your whole financial life — then engage with an industry expert

MyGenie is like nothing you've experienced before. Engage with a living model of your goals, income, debt, tax, insurance and estate. Register free, keep the numbers honest, and engage with your professional team — a financial planner, tax practitioner or fiduciary — on your next move.

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  • One living picture, not five spreadsheets

    Cashflow, career, home, vehicle, investments, risk management and retirement on one timeline — tax and inflation shown, not hidden.

  • Trade-offs before you commit

    Looking to retire earlier, settle debt, or invest more? Watch the living model recalculate instead of the pain of a quote that froze yesterday’s assumptions.

  • A specialist when it matters

    MyGenie does not replace advice. It opens your choices to the right professional — when you decide to share, they’re looking at the same shared vision.

  • Family and business on the same map

    Two incomes, education funding, key-person cover and estate structuring — a change in one place shows its impact everywhere else.