Let's discover what's right for you

 

I am a good saver, but my money is not growing in my savings account.  

 

Do you have any debt? 

I would like to start investing 

 

Yes. 

Your Responses

Is the interest you pay 8% or higher?

 

Your Responses 

Yes. 

Yes. 

 

Your Responses

Do you have an Emergency Fund?

No.

 

Your Responses

No.    

Time Horizon, Risk Profile & Investment Channel

 

Your Responses

Yes. 

Do you know your time horizon? Short-term - Mid-term- Long-term

Time Horizon

 

Your Responses 

Will you choose your own investments?

Workshop coming soon

Sign up now 

Your Responses 

Yes

 

Yes

 
 

Your Responses

No

Will you invest via a 
Robo-advisor or Auto-investing app ?

Robo Advisors & Auto-Apps  Comparison

What is a Robo Advisor?

What is micro-investing and auto-investing?

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Your Responses

No.

Yes.

 

Your Responses

No.

No.

Do you want your investments managed by an Advisor?  

Costs & Benefits of an 

Advisor & How to Choose

 

Your Responses 

Do you want to be a Socially Responsible investor? Should your investment support your social goals?

Achieve good returns + social good 

 

YOUR NEXT STEP

STEP 1: Get Ready to Invest  

1.    How much can you afford to invest?

- Budget, Debt, Savings, Invest  

2.    When & how often will your invest?

- Daily, Monthly, Annually, Specific date (when I get a raise, tax return)

3.    What type of investment (asset) is of interest?

- stocks, mutual funds, exchange traded funds, cryptocurrency, real estate, art 

4.    What are your key factor answers

- Time Horizon

- Risk-Reward Profile 

5.    How do you want to start investing?

✓ Do-it-Yourself

✓ Professional Investment Manager

✓ Online investing (computer)

✓ Auto-investing app (smartphone)  

      

STEP 2: Evaluate Options & Offers**  

* One click access coming soon *    

We are NOT compensated by providers 

Our only goal is to make things easier for you 

 

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Europe

 
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