PRODUCTS WE OFFER
Align your aspirations with your strategy
We aren’t here to guarantee financial freedom. But we are here to give you peace of mind when it comes to developing, securing, and growing your financial assets.
Here’s how.
Unlock financial clarity and control
Products
Holistic financial planning isn’t truly holistic if it doesn’t bring your investments, insurance and aspirations together, regardless of your lifestyle, life stage or income.
But many people don’t know where they stand financially, which leads to anxiety and stress. After all, it can be complex to navigate multiple documents, subscriptions, portals and websites. Instead of staying in the dark, Soulful Money holds the reins with you.
Our flagship product, the Soulful Money Dashboard, consolidates your investments, insurance products and policies into one powerful visual platform. You can plan for the future, analyse your investment performance, and ensure you’re on track to meet your goals.
Wherever you’re at today, gain clarity and feel confident about your financial future.
PRODUCTS
Smart
Features
The Soulful Money platform offers real-time updates, automatic forex conversions, and the ability to allocate investment percentages to specific goals. It’s not just a well-rounded financial management tool; it’s a user-friendly, intuitive asset.
PRODUCTS
Document
Management
Powered by lifedocs, our integrated document management functionality stores, organises and maintains critical family and financial documents – spanning personal, medical, dependents, collectibles, estate, trusts, employment, education, insurance, vehicles, banking, investments, payables, liabilities, taxes and more. It can even notify you when a document is about to expire.
PRODUCTS
Extensive
Dashboard
Integrate your group benefits plan, private insurance, and investment accounts onto a single platform that allows you to analyse your performance and chart your goals. This is an essential resource for simplifying and managing your finances.
