Meet Planner Bee, your personal, mobile financial advisor. A complete dashboard for financial whizzes and noobs alike. You can jump straight into it no matter your level of financial standing.
Created by finance experts, it provides you with a personalised financial dashboard by consolidating your banking, insurance policies and investment progress. .
The app provides an unbiased, human-plus-tech approach to effective budgeting and insurance planning that considers your entire financial life—insurance, lifestyle, assets, and all.
• All your accounts in one place
• A totally free app. There are no in-app purchases
• Connect to all of your financial accounts. Planner Bee is connected to all major financial institutions
• Secured with multi-layered encryption, for your safety and peace of mind
• See the premiums of your insurance products month by month
• Assess and review your insurance needs
• A complete overview of your spending and saving habits with a dashboard that is clear and easy to use
• Set smart budgets that put you in full control of your finances and help you move quickly and confidently towards positive financial outcomes
• All your loan details in one place so you can budget with a clear understanding of how much you owe on mortgages, credit cards and personal loans
• Your investment portfolio in your hand, automatically categorised by asset classes so it's easy for you to track
A complete solution in personal finance
Planner Bee helps you take complete control of your financial planning. And with your banking, insurance and investment accounts all in one app, you have full oversight and control of your financial future. And it’s completely free. No more spreadsheets, no more missing bits of paper.
Compare spending habits across the months or years, and check out interesting insight into your behaviour.Create a budget and see how much you spend on coffee, shopping, travels, bills and decide where to cut back.
Manage your insurance
Insurance can be complex, but Planner Bee allows you to have a clear view of each product you have purchased. You’ll also see how much your premiums are for the year, as well as from month to month so that you know exactly what your money is paying for.
Whether you are insuring your car or your child, business or home, every product can be brought into the app, saving you time to compare. We help you check if your insurance coverage is right for you at this point in your life (and when your needs change, we’ll let you know).
Manage your investments
From index funds to stocks and bonds, Planner Bee can give you an instant overview of how your investments are performing on one easy-to-use dashboard..
Fully independent product reviews
We shop across providers with no biases so you get the best picks. Our support continues along your every step, from purchase to servicing changes as you need them.
Powerful technology + human support
Our app will take you surprisingly far in terms of insurance analysis. But if you want extra clarity, our team of licensed experts is here to answer questions, handle paperwork, and help you make decisions with confidence.
Localised for Asia
Insurance and investment options are different in each region. Planner Bee is made by Asians, for Asians. Our app is connected natively to providers and financial institutions in the region so you always have the latest options in the market. And our intelligent dashboard knows to offer you options and plans based on where you are.
Welcome to better planning, for a better life.
General Terms and Conditions apply, see https://www.plannerbee.co/terms The provided images are for display purposes only.
Please contact firstname.lastname@example.org You'll always get a real person to help.