Answer some simple money questions about your income, debt, savings and insurance. Strictly no strings attached — the test is free and your data is secure.
An actuarial model processes your answers and generates an overview of your money situation for you. Presented in plain and simple language, with visual aids, this report offers a very helpful starting point for a solid financial plan.
We have on board a team of highly qualified, CFP registered and independent financial planners. If you want to, you’ll be matched with a local expert to advise you on the next steps of your financial wellness journey.
We are a team of ambitious entrepreneurs who have the common goal to see you make sound financial decisions and be in control of your finances. We believe everyone should have access to excellent independent financial advice. We aim to demystify and simplify financial jargon and technical terms and explain it in language everyone can understand.
Our team is led by an actuary, a chartered accountant and an engineer with numerous years’ experience. We are further supported by a team of financial planners, financial analysts and risk managers. We are independent.
We will not sell your information or engage in cold calling without your consent. Your data is secured by encryption software.
This report is for information purposes only and does not constitute financial advice.
Please don't hesitate to contact us.