A mate in finance, made affordable

We're planners first, not salespeople. Our tools help you understand your financial situation before any product recommendations. Traditional brokers often lead with products. We lead with comprehensive planning, then show you suitable solutions based on what your plan reveals.

Never. Our platform is designed for you to explore at your own pace. We may show you relevant solutions based on your plan, but there's zero obligation. Many users happily use just our free planning tools.

Yes. Our recommendations are based on what your financial plan reveals, not on commission size. We earn more by building long-term trust than pushing short-term sales. Your financial success is our success.

Perfect! Our tools are free forever. Use them to plan, track, and optimize your finances, no strings attached. We're here to help you build financial independence, whether or not you use our referrals.

Yes, completely free. No trials, no credit cards, no hidden fees. You get unlimited access to all our planning tools forever. We only earn if you choose to purchase a financial product through our partner referrals.

We earn a commission when you choose to purchase a financial product (insurance, investments, mortgages) through our partner referrals. The commission comes from the provider, not from you. The price you pay is the same either way.

No. Whether you go directly to a provider or through us, the price is the same. Our commission is a referral fee paid by the provider. You get the benefit of comprehensive planning at no extra cost.

Yes! All your financial plans and data remain in your account. You can export your data anytime. We believe in data ownership. Your finances, your data, always.

Absolutely! While our tools are self-serve, you can always book a call with our financial planners for personalized guidance on complex decisions. We're here to support your financial journey.