We saw a gap.
So we fixed it.
Working in the corporate financial advice world, we quickly realised there’s a disconnect between the people who really need financial advice, and the people financial advisers want to help. Professional financial advisers can cost thousands of dollars upfront – so unless you have a high salary, lots of assets or a big inheritance, they’re just not interested.
But what about the rest of us? Millennials who want a fair go with their first home. Everyday Australians who need to reduce debt, and start investing in their future.
We worked out a better, more affordable (and less overwhelming) way to make financial planning work for everyone.