Online Financial Planning,
by real humans

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Life & Health protection

Protect your family and their future

Plan for your retirement

Ensure yourself a secure retirement

Investment & savings

We can help with your objectives

First we get to know you, your plans and goals

To understand you and your needs comprehensively and to ensure your SaidSo report is tailor made, we will ask you a number of important questions. We will use your information to create a plan built for you and we will confirm your circumstances, objectives and attitude to investment risk and tolerance of loss.

Meeting your needs and objectives is our priority. We will research and consider your planning before giving you an action plan in your SaidSo solutions to meet your needs. Once you have considered your SaidSo report, come back to us and tell us which parts you want to get done using our Stage 2 process.

Then our team carefully go through your details

The details we provide will also cover additional financial observations if there are areas we feel you need to consider and address. Examples of these could be writing an existing life policy in trust or making a Will. SaidSo does not provide legal advice.

On receipt of your Stage 1 SaidSo fee, you will receive your independent financial planning report within 10 working days. Subject to responses from your existing providers if required. We will email you to confirm your report is ready to view/download.

That’s it. It's all about you! Your SaidSo Report

Your SaidSo financial planning report is based around your circumstances, needs and goals for your future.

You are unique and each case and circumstance we consider is different. SaidSo treats each client case individually to ensure that the financial advice we give is appropriate and relevant to you. Once you have your report, SaidSo can help you implement this advice when you are ready.