Your bank will hate us as much as you love us

We’re a team of financial experts, engineers and designers who believe financial planning should be available to everyone without the bias, jargon or fees of the traditional financial industry.

Our team

Eric Arnold
Michael Wickware
Scott Wetton
Bob MacBean
Isabel Ovalle
VP of Finance
Craig Savolainen
Head of Engineering
Harry McLaughlin
Head of Partnerships
Lauren Arnold
Head of PR
Eddy Okun
Head of Product Marketing
Will Millar
Marketing Intern
Mary Wang
Marketing Intern
Tammy Li
Marketing & CS Intern
Scott Loney
Head of Insurance
Ryan Baynham
Head of Mortgages
Samson Tella
Mortgage Specialist
Peter Lu
Head of Product
Kristina Kozyarevskaya
Office Manager
Abdullah Hussain
Client Success Operations
Davinia Chew
Client Success Administrator
Alan Lau
Client Success Manager
Lukasz Merdzik
Client Success Manager
Nicole Prins
Client Success Manager
Sergei Yemolin
Financial Controller
Eric Rogness
Client Success
Robert Peacock
Software Developer
Olaf Aarson
Software developer
Rob McMullan
Chris Baldesarra
Paul Mohabir
Michael Stok
Software Developer
Marius Butuc
Software Developer
Raid Naji
Client Success
Quinn Strahl
Software Developer
Ashley Ghobrial
Client Success
Andy Cosby
Client Success
Zachary Showers
Software Developer
Casino Rojas
Client Success
Blair Clarke
Client Success
Cam Kilvert
Client Success
Kirsten Dicks
Client Success
Kristina Matveev
Client Success
Braydon Beaulieu
Client Success
Mercedeh Rahmani
Client Success
Amee Reodica
Client Success
Gulan Abdullah
Client Success
Gov Sharma
Client Success
Jack Bennett
Client Success
Brendan Lau
Client Success Intern

Why we’re better

The financial industry has operated pretty much the same way for the past 150 years. Our clients say they‘re thrilled to have a better option.


Simpler solution

Get a full financial plan without needing an investment advisor, insurance agent or mortgage broker. Do it all on your phone or computer.

Clearer strategy

Build your wealth, protect your family and minimize your borrowing costs with one monthly contribution. Just review and update your plan every six months.

Lower cost

Save a lot of money compared to traditional banks or financial advisors. Pay lower fees and never buy anything you don’t need.

Faster service

Set everything up online and over the phone instead of spending days or weeks shopping around, having meetings and doing paperwork.

Smarter together

We‘ll do millions of calculations to make sure that every dollar you put into your plan works as hard as possible for you.

Your free financial plan

The best financial plan is also the easiest.
Build a plan today.