Wealth management should not be complicated

We've paired personalised wealth management and financial planning with our intelligent investment framework. The result? A financial future that you want and can count on.

How investing with us works

We keep it simple for you.

1.

Tell us about your current financial situation and your goals.
2.

Based on your goals and risk appetite, we will build an investment plan tailored to you.
3.

Our investment plan will adapt according to the state of economy and your standing instructions.
4.

You can manage your account on both our desktop and mobile apps, anytime and anywhere.
5.

We keep the expense and management fees competitively low and use robust investment framework to monitor your portfolio everyday while you focus on achieving your dreams.

Our Portfolios

Balanced

Invest in sound top of the class equities and bonds that will grow your wealth.

Income

Invest in bonds, Reits and equities that will generate cash income and protect your downside

Thematic

Invest in themes that are game changers in the long run.

Cash

Park your excess cash here to earn higher interest rate with no management or set up fee.

Our founders

Tom Holland, CEO

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