Personal or Business
Same calculations. Different boundaries. One household, or up to 50 client portfolios. Choose the boundary that fits.
Monthly pricing selected. Personal $49 AUD per month. Business $399 AUD per month.
Choose your boundary. Billing cadence Monthly Annual
01 One household
Personal $49 AUD per month
Your portfolio One connected record
Use Your own property and retirement planning.
Account One registered user. Account type is permanent. Sign-in credentials must not be
shared.
Two-step verification Optional.
Portfolio boundary One household portfolio at most.
Client workflow No client collection or information requests. Client 01 Client 02 +48 Up to 50
Use Manage property and retirement plans for separate clients.
Account One registered user. Account type is permanent. Sign-in credentials must not be
shared.
Two-step verification Required before client and portfolio workflows.
Client boundary Up to 50 client portfolios, each with separate records and contact details.
Client workflow Send secure information requests. Review responses before updating client records. 01 Create your account 02 Verify and sign in 03 Open Billing 04 Continue to Stripe Prices are in Australian dollars. No card to start. Change billing cadence later in
PropRetire, with the price and effective date shown before you confirm.
Stripe manages payment methods, invoices and cancellation. Add a payment method before the
trial ends. Cancellation does not delete your account, portfolios or saved records.