Holistic Financial Planning for
All Stages in Life
All-in-One Solution
to Manage Personal Finances
Financial planning shouldn’t be intimidating. We offer fun, easy to understand and interactive modules to be done on your own time, at your own pace
- A holistic view of your yearly income sources
- Auto-generated budgets based on the average spending to help you manage spending
- Up-to-date information and the ability to better control your financial activities
- Feel more educated, confident and in control of your financial future
- Navigate the complexity of financially moving at all stages of your life
Regardless of where you are in your financial journey, We have the tools that are easy, useful, and relevant to your personal goals.
LIFESTYLE GOALS
What Do You Really Care About
We help you define and prioritize Goals and help put your financial decisions into perspective. Our platform enables you to define and prioritize your Goals into Needs, Wants, and Wishes and create a structured process to fund them.
Money Guide
Play Zone®
Interact with Your Lifestyle
Using sliders, this unique interactive feature allows you to vary plan elements that are within your control, e.g., retirement age, goals, and savings, and immediately see the impact
HOLISTIC STRESS TESTING
Manage Long-Term Expectations
What Are You Afraid of? This module is a dynamic presentation feature allowing you to plan for factors outside of anyone’s control and answer tough questions with the move of a simple slider.
CASH FLOW
Bring the Detail When You Need It
Map out your retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses, and shortfalls that can happen over the life of the plan, based on your plan inputs.
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.