One workspace for tax, lending, retirement, estate, and risk planning.
Built for everyday planning, scenario work, and structured financial output.
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Financial planning software for advisors, firms, and serious individual users
FinSuiteZA
Master Your Financial Future
Professional | Secure | Local
FinSuiteZA brings your South African planning workflow into one installable workspace, with fast calculators, saved profiles, clean exports, and clear Free, Pro, and Team plans.
SA-specific calculators
Installable PWA
Save and export
Free to Team plans
Use the main workspace and calculators at no cost.
Unlock exports, live updates, and faster advisor workflows.
Support firms with broader access and more consistent workflows.
Why It Works
Why professionals choose FinSuiteZA
A South African planning workspace built for practical day-to-day use.
All-in-one
One place for the SA planning stack
Tax, lending, retirement, estate, risk, and scenario tools in one product.
Workspace
Built for real work
Move between calculators inside one consistent shell instead of jumping between spreadsheets, notes, and disconnected tools.
Professional
Save, organize, and export
Keep your work tidy with saved profiles, notes, and clean output flows.
Outputs
Ready when detail matters
Profiles, PDF exports, and structured planning notes make the product useful beyond quick testing and into real repeatable workflow.
Upgrade path
Free to start, easy to grow
Start with the core workspace, then upgrade only when you need more power.
Plans
Clear plan logic
Free works for exploration. Pro fits exports and live updates. Team supports broader access, rollout, and business use.
Use Cases
Who FinSuiteZA is for
Built for independent professionals, specialist workflows, and growing teams.
01
Advisors and planners
Run fast scenarios and keep the full workflow in one workspace.
Advisors
Professional day-to-day use
Great for meetings, reviews, scenario comparisons, saved planning paths, and cleaner exported outputs.
02
Tax, estate, lending, and broker workflows
Use specialist calculators without needing a heavyweight system.
Specialists
Focused but flexible
Tax, CGT, lump sum, estate, bond, transfer, and vehicle tools make the product useful for narrow workflow needs too.
03
Firms and internal teams
Roll out the same product across a business when usage grows.
Teams
Built to scale with you
Team access, broader deployment, and branded business use make sense without changing the product core.
Pricing
Launch pricing for solo and team use
Start free, then move to Pro or Team when you need exports, updates, and faster advisor workflows.
Free
R0
Explore the workspace and handle occasional calculations.
Free
Best for getting started
A simple way to experience the core workspace before moving into more advanced advisor use.
Pro
R149/month
For solo advisors who want exports, updates, and time-saving workflow tools.
Pro
Built for day-to-day advisor use
Designed for professionals who need exports, live updates, and a faster way to manage repeat client work.
Team
From R699/month
For firms that want broader access, standard workflows, and team rollout.
Team
Made for growing teams
Planned for firms that need shared access, more consistent workflows, and a stronger operational setup.
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Next Step
Start with FinSuiteZA and scale as your work grows
Use the core workspace for free, then upgrade for exports, live updates, and faster advisor workflows.