Set-up your initial plan in minutes
Entering your current financial details is fast and easy- within minutes you’ll have an initial financial plan to work with.
Add your goals and dreams
Just drag and drop different goals and dreams into your plan and see for yourself what you need to get there.
Get answers to those tough financial questions
Are you on track to retire? How much is enough to enjoy the lifestyle you want? Are you covered for the unexpected?
And take control of your finances
Get the complete picture of all your finances- from your investments and property, right down to your monthly living expenses.
Protecting your data is a top priority. That’s why we've implemented the necessary policies and controls to achieve SOC 2 compliance, the gold standard of data protection. And with the help of Drata, continuously monitor our controls and maintain compliance over time.
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Caught between filial piety and obligation.
Young adults tackle first economic crisis
The Sunday Times finds out how they are rethinking their saving and spending habits with the Covid-19 pandemic.