As a valued client of Hitchell Financial Planning, we’d like to invite you to create your own Zenplan.

The purpose of setting up a Zenplan is simple: to give you peace of mind by ensuring that everything important in your life—personal, financial, and practical information—is securely stored in one place.

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With Zenplans you can:

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• Record and organise key details about your assets, accounts, policies, wishes, and digital life

• Decide exactly who can access the information and when, giving your family confidence when they need it most

• Keep everything safe and up to date in a secure, encrypted online space

 

Your Zenplan is designed to take the stress out of the “what ifs” in life, giving you and your loved ones clarity, organisation, and reassurance for the future.

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What is Zenplan?

Zenplan is a secure digital vault where you can organise and store all of life’s important information in one place. It covers everything from your financial accounts and property to your digital life, personal wishes, and everyday details that loved ones may need in the future.

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Why should I use it?

Life can be complex. Zenplan gives you peace of mind knowing that your information is always up to date, easy to find, and accessible to the people you choose when they need it most. It helps reduce stress and confusion for your family at difficult times.

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Who can see my Zenplan?

You are in complete control. You can nominate trusted family members or advisers as “Delegates” and decide what they can see, and when—whether that’s right away or only in the future.

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How secure is it?

Zenplan uses industry-leading encryption and security standards to protect your information. It’s as safe as online banking, with multi-factor authentication and secure servers ensuring your details remain private.

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What kind of information can I store?

You can include details about:

• Assets and accounts

• Pensions, policies, and investments

• Digital logins and online accounts

• Personal wishes and estate planning

• Practical information about daily life

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👉 Start your Zenplan today

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Zenplan is offered as a complimentary value-added service for our clients. Please note that while we provide access and support, you are responsible for inputting and keeping your own information up to date. This ensures your Zenplan always reflects your most current wishes and details.