Stay in Control. Age With Confidence.
The secure and private way to protect your financial independence
Get intelligent alerts when something unusual happens. Share exactly what you choose with people you trust. Complete control, better safeguard, true peace of mind.
🔒 Security and Privacy is Our Priority 🇦🇺 Australian Owned & Operated 🏦 115+ Banks Supported
You're Planning Ahead, But Current Options Fall Short
Traditional solutions force impossible choices: give up control or get no protection
Power of Attorney =
Too Much Power
You're not ready to hand over control. You just want help available when you need it, not someone who can access everything without your knowledge. Give your supporters view only access, not authority to move your money.
Full Account Sharing =
Too Invasive
Bank Alerts =
Too Basic
Multiple Banks =
Too Complicated
Generic bank alerts are overwhelming and miss what matters to you. You need rules that make sense for your situation and your concerns.
Banks don't talk to each other. Monitoring multiple accounts means multiple logins, spreadsheets, and confusion. You just want the complete picture in one place.
You don't want family members browsing all your transactions. You deserve privacy while still getting support.
⚖️
👁️
📱
🏦
All Your Accounts, One Dashboard
Connect multiple banks securely through Open Banking. See everything in one place —balances, patterns—without juggling logins or updating spreadsheets.
115+ Australian financial institutions supported
Regularly updated balance
Secure, read-only access
No manual data entry required
Smart Alerts That Actually Make Sense
Set YOUR rules based on YOUR life. Not generic warnings—personalised monitoring that learns what's normal for you.
"Tell me if I might have forgotten to pay a bill"
"Notify me and my supporter if my spending changes significantly"
"Flag if cash is withdrawn more than usual"
Wellbeing Updates, Not Just Problems
You and your supporters get regular "all clear" updates when things are going well. Peace of mind for everyone, not just alerts when something's wrong.
Weekly wellbeing summaries
"Income received, bills paid"
Celebrate good financial health
Reduce worry with positive confirmation
The My Lasting Plan Difference
Protection without giving up privacy. Support without losing control. The way it should be.
📊
🎯
📈
⚠️ Important Information: My Lasting Plan is currently in development. We're sharing our vision and planned features to help you understand what we're building.
Please note: - Not all features will be available at launch - Features may work differently than described - We'll add capabilities over time based on user feedback
Are You Thinking of Appointing a Registered Supporter Under the New Aged Care Act?
It's a great step to stay in charge of your life. But to truly help you, your Supporter needs to see the full picture.
A Registered Supporter is there to help you decide, not to decide for you. But to give you the best support, they need to know about your money.
The Problem: Banks Make This Very Hard
Sharing Passwords: This breaks the bank's rules and is not safe.
Third Party Authority: This is a blunt tool. It often gives them the power to spend your money and see everything. That's much more power than Registered Supporters need.
No Aggregation: Banks don't talk to each other. You can't see a summary of multiple bank accounts across different banks.
✓ We Make It Easy
My Lasting Plan provides the digital infrastructure for you and your Registered Supporter. We let you securely link your multiple bank accounts (via government-approved Open Banking) and selectively share information with your support network.
It's a view-only service—no ability to move money.
You get the help the Act promises, without the difficulty of old-fashioned banking.
Radical Transparency for the Account Owner
You always know what's happening. Complete visibility into who sees what, when.
You can see every login, every action. No surprises. No hidden access. Just transparency and peace of mind.
🔗
Connect Your Accounts
Securely link your financial institutions via Open Banking
📋
🚨
🚫
Share Smart Alerts Safely
Auditable Trail
Revoke Access Anytime
Invite your support network to review the smart alerts with you
See exactly when your supporters access information
Take away visibility delegation to supporters whenever you choose
Your Privacy, Your Rules
Different people need different information. You decide who sees what.
Reserve Your Spot Today
Limited spots available for our early 2026 launch.
Join other Australians already on the waitlist.
✓ No credit card required ✓ Exclusive launch discount ✓ Early access to beta
We respect your privacy. No spam, ever. Unsubscribe anytime.
🚀 Building With You
We're actively developing My Lasting Plan with input from early testers like you. The features described on this page represent our vision and planned capabilities.
As we build and test with real users, some features may launch differently, be added in phases, or evolve based on what works best for you.
By joining the waitlist, you'll help shape what we build and get early access as features become available. Your feedback matters.
The Clear Difference
See why My Lasting Plan is the only solution that truly protects your independence
Trusted by Australians Like You
Join x+ People Planning Ahead
"I love that I see everything first. If it's nothing to worry about, I just dismiss it. My kids only see what I want them to see. Perfect balance of privacy and protection."
Robert K.
Beta User, Melbourne
"Finally, a solution that doesn't make me feel like I'm giving up my independence. I can plan ahead without handing over control. That's exactly what I've been looking for."
Margaret T.
Beta User, Brisbane
★★★★★
★★★★★
★★★★★
"The three privacy levels are brilliant. My daughter gets full details to help me make decisions, but my son just gets alerts. I'm in control of who knows what."
Jean L.
Beta User, Sydney
Frequently asked questions
What makes My Lasting Plan different from other solutions?
Unlike Power of Attorney (which gives away control) or bank sharing (which gives away privacy), My Lasting Plan provides safeguards WITHOUT sacrificing independence. You set personalised rules, and choose what supporter will see. Plus, you get wellbeing updates when things are going well—not just alerts when there's a problem.
Can my family see all my transactions?
No. Your family only sees what the alerts you choose to share. They cannot browse your transaction history.
Is my data secure?
Absolutely. We encrypt all the data. We’ve partnered with ACCC Accredited Australian CDR data provider to give you open banking access. This means you’ll get access to open banking feeds for all banks in Australia as they come online. We can only VIEW transactions through Open Banking — we can never move money, make payments, or change your accounts.
How much does it cost?
Pricing will be announced closer to launch. Waitlist members will receive an exclusive launch discount.
Do I need to be tech-savvy?
Not at all. If you can use email and online banking, you can use My Lasting Plan. We provide phone support, simple tutorials, and a dedicated onboarding call to help you get started. Our interface is designed specifically for older Australians.
When will My Lasting Plan launch?
We're planning to launch in early 2026. Waitlist members will get early access starting in March for beta testing, with priority onboarding support.
What if I'm thinking about appointing a Registered Supporter under the new Aged Care Act?
My Lasting Plan is perfect for this! A Registered Supporter is there to help you decide, not decide for you—but they need to see the relevant financial information.
We provide the secure infrastructure to share exactly what they need to see (and nothing more) without the hassle of sharing PINs or giving Third Party Authority. It's the modern, safe way to receive the support the Act promises.
Ready to Age With Confidence?
Join other Australians who are planning ahead without giving up control.
Limited beta spots available.
My Lasting Plan
Financial peace of mind for older Australians.
Age with dignity, control, and security.
© 2026. Australian owned and operated.