We deliver next generation client engagement and advice solutions
With over a decade working in advice and technology, we understand the compliance and automation issues hindering the growth of AFSLs both small and large.
We help self-licensed practices scale faster.
Planfocus has a passion for helping self-licensed practices create a customised advice experience for their clients, the way they always imagined it should be, without the workarounds and rework most practices put up with.
We work closely with practice owners and their team on better use of their advice technology, so they can scale the business and do more of what they love. Financial planners are great with advice but often need support in building the systems for scale and getting the most from the technology their team relies on. That is the part we do.
Practices using our framework are improving profitability and growing while spending more time on the work they enjoy.
Do you need help with any of these?
If two or more sound familiar, a free Advice Tech Health Check is the quickest way to find out what we would change.
A repeatable, robust advice process
Advice produced the same way every time, without rework or workarounds.
More time with clients
Less time in XPLAN and spreadsheets, more in the meetings that matter.
Increasing profit
Grow advice volume on the system you already pay for, instead of adding headcount.
Faster document turnaround
Templates that pull the right data first time, so review is a review, not a rewrite.
Reliable paraplanning
Better, more consistent paraplanning on a framework built for it.
Higher quality client data
Healthy feeds and clean records your advisers stop re-checking.
The people you will actually deal with.
Senior people who built the framework, not an account manager relaying messages.
Rob Corben
Rob is the ultimate translator between advice and technology. With more than thirty years of advice technology development in senior management roles across Sealcorp Holdings, ASGARD Wealth Solutions, InvestmentLink & SFG Australia, Rob has seen the rise and fall (and rise again) of almost every advice tech solution in the country.
Rob brings an innate ability to expertly assess a business' needs and deliver the most effective technology strategies. He is a passionate cricket fan and he and his wife Gaylene are often hard to find during an Ashes series.
Stephan Mariani
Stephan has spent twenty years at the intersection of technology and financial services.
He founded Planfocus Consulting in 2015 and spent eleven years building it into a specialist advice-technology firm, latterly as Chief Technology Officer, where he led the technology direction of the business and the development of AdviceStudio and Coremetryx.
He is one of Australia’s more experienced XPLAN specialists, with more than fifteen years designing solutions on the platform.
Celine Troharov
Celine leads marketing at Planfocus.
Violet Sabo
Violet Sabo brings more than 30 years of financial services experience, with expertise in licensee operations, practice management, XPLAN, revenue and brokerage management, and process improvement. Her experience with leading licensees including Total Financial Solutions Australia, Affinia Financial Advisers and Count Financial spans authorised representative onboarding and offboarding, brokerage processing, systems implementation and process development.
Violet works closely with advisers and businesses to streamline systems and workflows, improve efficiency and deliver practical solutions. Outside of work, she enjoys spending time with family and friends.
Susan Hong
Susan brings over 15 years of experience in financial services, with deep expertise in paraplanning, compliance, and advice documentation across a wide range of Australian licensees and practice types.
She holds an Advanced Diploma in Financial Services (Financial Planning) from Holmesglen Institute and a Bachelor of Arts from Monash University. Her career spans roles at BlueRock Private Wealth, Prospa Financial, and Synstrat Management, where she specialised in Statements of Advice covering superannuation, retirement planning, insurance, and SMSF strategies.
Susan is experienced with XPLAN and has supported practices through platform transitions, file audits, and compliance remediation. At Planfocus, she brings that same depth of experience to clients who want paraplanning support that’s genuinely connected to their advice infrastructure.
Toby Potter
Toby Potter is a Managed Accounts specialist with extensive experience in the development of retail financial services. He is Chair of IMAP - the Institute of Managed Account Professionals Ltd - the Managed Account industry body.
He is also a director of Philo Capital Advisers who are a leading independent MDA Provider.
Previously he was responsible for platform strategy and Managed Accounts for IOOF and founded one of the first MDA Operators which he built to over $2bn in assets.
Partners we build with.
Finura Group
Finura provide technical content for our advice systems and templates. This includes SoA strategy content as well as educational flyers.
Dash Technology Group
DASH provides a centralised advice technology platform with an integrated marketplace of CRM, file notes and document generation tools. DASH plays a key role in Planfocus' Advice CTO ecosystem.
Feezily
Feezily automates revenue reconciliation from provider statements, using AI-powered format detection to replace manual spreadsheet work. Planfocus partners with Feezily to bring automated revenue reconciliation into the systems we build.
Planfocus Labs
Decades of practice work, turned into solutions that make a difference.
Running advice technology for practices showed us where the gaps are. We built Blueprint, AdviceStudio and Coremetryx to close them. One partner across the whole advice lifecycle.