We help you explain financial plans in a way clients understand
No more blank stares and overloaded spreadsheets. Our retirement tool turns complex financial data into easy to understand visuals and clear action points. Whether you're illustrating investment growth, income needs, or shortfalls, everything is presented in a way that clicks with your clients - building trust, confidence, and buy-in.
From the first conversation to the final report, your advice becomes their ‘aha’ moment.
What we do
This isn’t just a calculator. It’s a conversation tool. Whether you’re a seasoned planner or starting out, our platform helps you focus on advice.
You stay in control, the tool simply makes your recommendations more relatable and visual.
Automated AI code reviews
Automated AI code reviews
Automated AI code reviews
How it Works
Input
Add as clients, client assets, income, retirement needs or goals.
Plan
See projected growth, shortfalls, and what’s needed to close the gap.
Deliver
Generate an elegant, client-ready PDF they can understand and act on.
Basic
For individual financial advisors
R 999
per month
1 user
5 projects
Basic support
Email notifications
Access to all features
Pro
Coming soon!
Enterprise
Coming soon!
Frequently Asked Questions
Contact us
Leave your email and we will get back to you within 24 hours
support@inertiaplanning.com
Phone
+27 (82) 488 5436
Address
At Alexanders house
Working hours
8 a.m. – 5 p.m.