Branding
I’m a paragraph. Double click me or click Edit Text, it's easy.
Storytelling
I’m a paragraph. Double click me or click Edit Text, it's easy.
DESIGN
I’m a paragraph. Double click me or click Edit Text, it's easy.
Consulting
I’m a paragraph. Double click me or click Edit Text, it's easy.
Consulting
I’m a paragraph. Double click me or click Edit Text, it's easy.
SIDEDRAWER
Data security is of utmost importance to us. When we collect your personal information and documentation, we use Sidedrawer as a collaborative digital vault designed for efficientcy & privacy. You also get to use this vault for personal document storage and sharing with your external professionals, family and other required individuals.
PLANWORTH
How you define your goals and how likely you are to achieve them can be modelled and forecasted using our client friendly software.
Using Sandbox mode, you can play with the financial modelling we have done on your behalf, to test out 'what if' scenarios!
It also integrates with your Sidedrawer to provide access to all of your documents.
MONDAY
Throughout our engagement, we support our clients using a sophisticated client communication and task management board through monday.com. After each meeting, we will assign homework to you - with recommendations from our planning work - to work on between meetings. You can book meetings here, chat with us on any task, send us tasks and messages, and ensure that you are on track with implementing the financial strategies that we have created.
WEALTHSCOPE
For investment planning clients, a detailed look at your holistic investment asset allocation is a must! Wealthscope allows us to see all of your accounts and holdings in one place, and gives you a Scorecard to assess your risks across 6 different dimensions in more detail.
monarch money
Do you feel like you make a good living, but you're not sure where all of your money goes?
As part of our comprehensive engagement, we will create and implement cash flow strategies to improve your day to day money management. We also sponsor this account for you at no cost as long as you remain a Full Service engagement client.