1. Share your goals and figures
Tell Planeir what you want to understand. Fill in what you can. Estimates are fine. Skip anything you don’t know.
Currently available for demos only · Built for Ireland
See the different routes to your financial goals.
Use your goals and figures to explore different choices, compare the trade-offs and get a clearer picture of the way forward.
Actual modules · Fictional figures
Designed by Gerry Boylan, QFABuilt for IrelandFinancial education
How Planeir works
From your figures to a clearer picture.
2. Request demo access
Your information is saved. We’ll email you when access is available, and you can update your figures while you wait.
3. Review and confirm
Open your private link and review your saved information. Analysis generation will be connected separately; confirming your figures does not start an analysis yet.
Why I built Planeir
Financial understanding should not be a privilege.
I’m Gerry Boylan, a Qualified Financial Adviser. I’ve worked with clients across every part of the financial advice process. I built Planeir because the depth of financial understanding available to wealthy clients should be within everyone’s reach.
Technology lets us bring that depth to more people: a clear picture of where you stand, comparisons of the choices ahead, and the assumptions behind each outcome.
Questions
What to expect.
What is Planeir?
Planeir helps you understand the different routes to your financial goals through modelled comparisons of your choices, figures and assumptions. It is built for Ireland and currently available for demos only.
How do I get demo access?
Share your goals and figures using the demo request form. We save your information and email you when access is available. If you already have a demo invitation, you can use it to continue directly.
What can I do in this demo?
You can save, review and confirm your information. Analysis generation is not connected yet. No analysis starts when you request access or confirm your figures.
How will AI help with the analysis?
AI helps identify the scenarios to model from your objectives and organise the relevant modules. Financial calculations run in Planeir’s calculation engines. AI processing is not connected to the demo request form.
Is my information private?
Your saved information is not published. Service providers process information to run the service, and authorised support may access it when needed. The privacy notice explains this.
Can I return to my information?
Yes. Use your private email link to reopen and update your saved form, including while waiting for approval. Your information stays saved until you delete it.
What if I don’t know a figure?
Estimates are fine. Skip anything you don’t know. You can return to update your information later.
Is this financial advice?
Planeir provides financial education and modelled comparisons. It does not provide regulated advice or recommend financial products. Read all the assumptions and take appropriate professional advice before acting.
The admin workspace is private.
To try Planeir, request demo access. Existing participants should use their private return link.
Request access to the Planeir demo.
Share your goals and figures so your information is ready when you are invited.
Request demo access