Tools

Digital solutions that simplify estate, investment and insurance planning.

Partnerships

We connect advisors, lawyers and educators to deliver seamless client journeys.

Education

Financial literacy and investment confidence — for both clients and professionals.

From Estate Planning to Financial Empowerment

Affluent’s platform evolves with your needs — from protecting today to growing tomorrow.

2018 - Estate Planning Toolkit
Built for speed and trust: instant wills, bespoke lawyer-led wills, and LPA solutions.

2025 - Investment Education & Empowerment
Enable clients and advisors to master investment principles and opportunities.

Future - A Holistic Financial OS
All tools under one intelligent ecosystem for lifelong financial planning.

Your Legacy, Simplified

Since 2018, our estate planning tools have supported thousands of families and advisors in creating clarity and control over their legacies.Affluent’s platform evolves with your needs — from protecting today to growing tomorrow.

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Instant Wills
‍Create a simple, legally-valid will online within minutes — ideal for straightforward estates.

Bespoke Wills
Partner with a lawyer for complex or high-net-worth estate needs.

Advance Care & LPA
Plan for medical and mental incapacity with clear directives and LPAs.

Expand Your Practice with Affluent

Integrate holistic estate and investment tools into your client journey. Deliver value beyond product sales.

White-label estate toolkit
Lead-generation partnerships
Continuing education modules

Education & Empowerment

Because better advice starts with better understanding.

Investment Foundations
Core concepts, risk, asset allocation and simple portfolio construction.

Behavioural Finance
Recognise common decision biases and nudge towards better outcomes.

Planning for Life Goals
Retirement, home purchase, education & legacy planning.