The modern, human way to plan and manage your finances.

Here’s how it all works

It’s easy as 1, 2, 3.

Need to know more

Full individualised planning report

Tell us all about you and your financial goals and we’ll make specific recommendations for your money planning.

Go for it!

Get started straight away.

Our feature-rich service that’s always improving

2020 is our fifth anniversary! We’ve evolved a lot in that time and added many features as we have developed. Free stuff? Sure, we’ve added our Financial Planning Guides and don’t forget our SaidSo Wealth Dashboard App to help you start your money planning journey. Topical? We hope that our free Insight section has focused your mind on issues that may not be immediately obvious, but usually still need addressing all the same. Plans for any other innovations? Sure! We will keep you updated here on

See what you get

  • Our initial guides, completely free and we hope they help to get your planning started!
  • Real advice from our experienced team online… but just a phone call away if you get stuck.
  • 100% online service, with no ongoing fees, no minimum investment criteria and no commission.

Meet our Wealth Dashboard app

Wealth Dashboard looks at the factors that may influence your final money totals and how long you might expect to enjoy them.

Download the SaidSo mobile app