SEED
Your goal-driven financial solution.
Make it super simple, make it super actionable.
Goal-Driven
We focus on the end-goals of your financial life.
You don't save and invest for the fun of it, you do it to achieve certain end-goals in life.
It might be to save up for your first-home, a car, creating a liquid lumpsum with extra cash, to retire or to achieve financial independence.
You put in your goal and we work a whole plan*.
*not financial advise in general or personal form. These are only models based on your inputs. Seek a financial advisor if you need a comprehensive financial plan.
Super Simple
The entire process is super simple.
You put in your goal, the lumpsum you want to achieve, the risk you want to take.
We do the rest...
-
Making a plan for you to get there
-
-
Provide projections on how you will get there
-
-
Provide an accumulation plan for you contributions
-
-
Provide timing on when you will likely get there
-
-
Select financial instruments for you to get there
-
-
Keep you on-track to get there along the way
STEP 1
A projection for reaching your chosen goal
Eg: downpayment, retirement lumpsum, wedding, etc.
STEP 2
A savings plan for cash accumulation.
A conservative, sensible investing plan for getting growth on your cash.
STEP 3
Save
Invest
Accumulate
STEP 4
Track actual performance to goal
Get there
01
Build My Profile, Prepare My Journey
-
Starting capital
-
Contribution amount
-
Frequency of contribution
-
Risk confirmation
-
Broker account
03
My Investment Choice
-
Assign investment that will do the job
05
Make Periodic Saving Contribution
-
Receive broker instruction every time I need to make a contribution
-
Remind me to make my contribution
02
Finalise My Projection
-
Project how I will get there by using real past performance
-
Give me a timeline, how long will it take me?
04
Execute My Investment
-
Receive broker instructions on executing the investment
-
Phone instruction
-
Online platform instruction
-
06
Tracking My Goal
-
Track my performance to my goal
-
Is there anything I can do to quicken my journey?
GIANT STEP DISCOUNT
If you (or you know a friend) haven't invested in the financial markets before, we will help you to take the leap from 0 to 1, with a tiny fund.
Make sure no one is left behind in a world of ultra-financialisation
FREEBIE
If you feel your investments are too complex and you are not getting above-market return, we will help you to simplify it!
'Simplicity is brilliance'
FREEBIE
Set a goal and achieve it, we will help you to make a strategy, and project how you will get there!
Help every investor to achieve specific life goals
FREEBIE
Find out if you superfund is the right one for you, we will help you to find a best-suiting fund!
Fix your Super today!
FREEBIE
Find out what kind of investor you are, what is suitable for you? We will build a profiler for you!
Better understand yourself