Empowering you to achieve financial independence with our 3-step Path;
Whether you're new to personal finance or ready to start building wealth. You're in the right place.
STEP 1: Build the right money habits
Wealth creation is like planting a seed - you need a solid foundation. Let's start with building your money knowledge and improving your saving habit, while boosting your credit score.
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STEP 2: Become financially independent
Start saving for emergencies, important purchases and life milestones. Also, pay off expensive loans and generate passive income to lead you on the path to financial freedom.
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STEP 3: Grow your wealth
Here’s a secret: Building wealth isn’t as complicated as it seems. The key is having a plan, saving regularly and investing in the stock market with a long-term perspective.
Learn MoreA systematic approach to your
financial health.
In just 3 steps, our digital financial planner creates your personalized financial plan to
get you started on your path to financial freedom and wealth creation.
Assess your current financial health
01
The first step is to complete a quick survey about your current financial health.
Create an actionable financial plan
02
View actionable steps to improve your financial health, manage your expenses, set your financial goals and achieve greater financial security using our 3-step path
Relax, and watch your wealth grow
03
Track your financial goals and view forecasts of your financial future. Make saving a priority with our automatic deposits.
Your path to financial freedom starts with a plan.
Financial planning is a must have for a financial secure future. Let's help you get started.
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We’re focused on financial independence for you — and your community.
Do you find it difficult to save or want to help a family member build good saving habits? We can help. Explore our three features to save with family, friends and peers - Saving Circle, Group Savings and Money Saving Challenge.
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Sit back, relax, and watch your money grow.
With your personal financial plan and access to highly-customizable financial planning tools and resources, you'll be on track to achieve your wealth goal.
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Top Featured Blog Posts on Personal Finance.
Personal Finance and Wealth Management App | GuardianWealth
Finance can be intimidating when you have no finance background. Keeping up with numbers like interest rates, budgets, and market fluctuations is quite daunting. Before the advent of personal finance apps and wealth management apps like GuardianWealth, there were only two ways for regular folk to competently manage their personal finances.
The Best Budget Planner App To Save More.
A smart budget planner app helps you keep track of your income and expenditure. It provides a bird's – eye view of one's personal expenses against your earnings. This is critical to your ability to increase your savings, pay down your debts and achieve financial independence. There are plenty of budget planner apps on platforms like App Store and Google Play. We will highlight the features of our best budget planner yet the GuardianWealth budget planner app, later in the article.
Financial Literacy Program: How It Works | Why You Need One
Since 2013, financial literacy programs have been on the increase due to an increase in demand. This is because 80% of Americans are in debt, according to recent research by The Pew Charitable Trusts. This means that most Americans are financially “unwell” which has led to both psychological and physiological problems for them.