Fintech calculates your retirement gap, or the difference between how much money you’ll have and how much you’ll need.

Unlike other retirement tools, Fintech takes everything in your life into account: where you live, your current savings, your income and tax rate, and your spouse’s holdings.

Your Fintech plan refreshes daily based on your account balances to give you more accurate advice.

Never run out of money. We use technology, investment expertise, and a fresh take on withdrawal methodology to provide sustainable cash flow while you enjoy retirement.

We go beyond conventional wisdom like the 4% Rule.
We take the information you give us, recommend an allocation, and tell you a safe amount to withdraw from your nest egg. Portfolio growth and inflation are factored into our ongoing advice, but you have the final say.

Key aspects of our strategy

A full range of Life, Serious Illness, Income Protection, Pension Term, and Unit Linked Comparative Quotes plus Business Assurance reports, and Health Insurance comparisons.

Product Fact Sheets and a full Comparative study of products covering Unit Linked Bonds, With Profit Bonds, Tracker Bonds, Deposit Products, Guaranteed Bonds and Regular Savings.

Our Fund Advice section provides Fund Fact Sheets and comparative Fund Performance details based on Fund Price information from the leading supplier of information in this area.

Choose an approach that’s right for you

Major Purchase

This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.

Build Wealth

Often you don’t have a specific reason to save your money but still want to grow your wealth over a long period of time.

Safety Net

This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.