Your goal-driven financial solution.
Make it super simple, make it super actionable.
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.
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
A projection for reaching your chosen goal
Eg: downpayment, retirement lumpsum, wedding, etc.
A savings plan for cash accumulation.
A conservative, sensible investing plan for getting growth on your cash.
Track actual performance to goal
Build My Profile, Prepare My Journey
Frequency of contribution
My Investment Choice
Assign investment that will do the job
Make Periodic Saving Contribution
Receive broker instruction every time I need to make a contribution
Remind me to make my contribution
Finalise My Projection
Project how I will get there by using real past performance
Give me a timeline, how long will it take me?
Execute My Investment
Receive broker instructions on executing the investment
Online platform instruction
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