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Our mission is to empower Mortgage Brokers and Loan Originators to become transformational Mortgage Planners — professionals who generate unlimited qualified leads and deliver life-changing financial plans that help clients become debt-free, mortgage-free, and wealth-building on the same income they already earn.

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PlanneXa
Solution By B.G.W. Money Coach Masters
5757 Kennedy Road
Mississauga, ON L4Z 0C5

info@PlanneXa.com

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AI Transparency Statement: At Plannexa, we use artificial intelligence (AI) responsibly to help financial professionals streamline cash flow analysis, debt elimination, and goal planning. Our AI tools analyze **only anonymized and aggregated data** to generate insights — they never access personal or identifying financial information. All recommendations, projections, and reports produced by the platform are **advisory only** and require professional review before being shared with clients. We do not sell or share private data, and no external AI systems have access to your accounts or client files. Plannexa’s technology is designed to **enhance — not replace — human expertise**, supporting professionals in making informed, ethical financial decisions.

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