Our Vision & Why
We want to make great, qualified financial advice accessible, rewarding & simple to understand - that is why we are building this service for you via an app!
We believe that accessible, quality bespoke advice should not just be reserved for the wealthy but available to all. We want to bring qualified financial advice to those who need it.
Financial plans change all the time - like a business plan, no sooner are they written but they are out of date. We want your financial plan to be constantly current - changing with you.
Combined the team has over 70 years of experience in complete personal financial advice. We are passionate about Financial Planning as a foundation to any solid financial strategy and passionate about concepts first - not product.
Financial advice should be easy to understand for everyone not filled with terminology, numbers and confusing tax computations.
We use illustrations and dynamic features to show you the impact of your plans.
Our service allows you to see instant results of any financial decision (no matter how small) on your complete financial landscape - what if I pay an extra €100 off that loan this month?
Real time information, held in your wallet allows you to see your complete wealth picture today and in the future instantly. Our proprietary AI constantly seeks improved efficiencies and real time advice.