How can we help?
Find answers to common questions or get in touch with our support team.
Frequently Asked Questions
How do I get started with Planexia?
Simply click "Try for free" to create an account. You'll be guided through a simple setup wizard to enter your basic information and start building your retirement plan.
Is my data secure?
Absolutely. We use bank-level encryption (256-bit SSL) and are fully PIPEDA compliant. Your data is encrypted both in transit and at rest. We never sell or share your personal information.
How accurate are the projections?
Our projections use current tax rates, historical market data, and actuarial tables. While no projection can predict the future with certainty, our models are designed to provide realistic estimates based on your inputs.
Can I export my data?
Yes! All plans include PDF export. Pro users also get Excel exports with detailed year-by-year projections that you can share with your financial advisor.
Does Planexia work for couples?
Yes, Planexia supports both individual and couple retirement planning. You can model joint income, shared expenses, and coordinated withdrawal strategies.
What if I need to cancel my subscription?
You can cancel your Pro subscription at any time from your account settings. You'll continue to have access until the end of your billing period, and your data will be preserved if you decide to resubscribe.
Get in touch
Can't find what you're looking for? Our support team is here to help. We typically respond within 24 hours.
Response time
Within 24 hours (business days)