Your All-In-One Personal Financial App
Now you can track all your financial life in one place. Eliminate the stress and get ready to assume the control of your finances. With an action plan and Expert advisory you will identify and seize new ways to spark and improve your financial health. Track your present, plan your future.
You choose your way, robot or human? Both ways, you can use our assistant expertise on insurance claims, investiments,opportunities, daily budgets and procedures on dept recovery.
Be in control
Have a financial wallet that brings all your financial products, like insurance, cards, debts and assets to one place. Control all the ways to shape your financial health. Track your net worth.
We simplify personal finances and fit to you. Until now you heard a lot about "tailor made" financial solutions, now you can really have it. Be prepared and find the best financial products for you.
Focus on your future. With the right tools and support you can do the best financial plan for your life and have much more possibilities to achieve your goals.
We are building a community that wants to achieve their dreams. Track the present, plan the future.Pre-register
Dream Big. You are the boss. Target your Goals.
Target the right protection, the right assets, the right advice with the right knowledge, the right tools and resources.
- All in one platform at the right time.
- Everything tailored to your profile and laser-focused on giving you a simpler and smarter financial experience.
Awesome Financial Tools.
The right tools for the best personal financial planning.
- Agenda - Schedule your activities and your payments.
- Budgets - Organize your money and improve your financial methods with expert’s.
- Notifications - Receive Alerts from your activity and your next payments. Never miss a payment day again.
We’re serious about security.
We're committed to keep your data secure. We use multiple safety measures like secure encryption, multi-factor authentication, Face ID. We work everyday to keep your information protected.
- Use protection tools to verify and protect your account.
- You can access and manage your account, securely from anywhere.
Shaping Financial Mindsets.
Don't try to be perfect, just try to be better than you were yesterday.
Leverage your knowledge and with the new financial tools, will be easier to reach your dreams.
- Boost your financial literacy.
- Learn the full power of planning your financial life.
Can you Imagine?
How would your life change if you woke up everyday knowing:
Risk Under Management
By keeping you updated on the financial world,
we give you the power to cultivate your clients on the way.
Follow the trends. Follow our blog.
The 7 biggest financial myths
When it comes to finances, our communication about it is filled with expressions that are carried from one generation to the other.
Emergency Fund: A Financial Strategy to Face Life
An emergency fund is like insurance. You pay ahead for the ease of mind of knowing that if life throws us a curveball, we have the necessary means to face it.
The 30 Most Important Questions to Plan your Financial Life
At Planning4Life, we treat each person as a unique individual and we don’t believe in one size fits all kind of solutions.
Optimism - The Impact of our Outlook in our Finances
In general, do you believe your life is in an upward or downward trajectory? How does this belief shape and influence your choices and daily actions?