What is a financial life plan?


Financial life planning helps you reduce financial stress and secure your financial future. It ensures that your short term and long term financial obligations are funded.

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Comprehensive financial planning that help you achieve your goals.

We take a goal-based approach to your savings. This ensures that your upcoming major expenses are funded and don't derail your long-term financial aspirations, like wealth building.

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Emergency fund s
Save for emergencies
Grow my wealth s
Grow your wealth
Save for vacation
Save for vacation
Passive income
Earn passive income
Home
Save for a home
Save for education
Invest in your child's future

Set your saving goals and we'll help you achieve them.


In-built saving goal calculator helps you determine how much to save periodically to meet your goal. Automate your savings and rest easy knowing your financial future is secure.


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Track and monitor your progress.

Tell us your target goal and we will recommend a monthly saving rate. You then automate your savings and track your progress.

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Make smarter financial decisions.


With the GuardianWealth financial wellness program, you have a personal finance guide to help you make informed money decisions and maximize the value of your hard-earned money.


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How to create a personal financial plan

Financial planning helps you establish clarity around your money, enabling you to support your current needs and plan for long-term goals. With financial planning, you can make the most of your assets and achieve your wealth creation goals. Beyond creating wealth, financial planning also creates a roadmap for how you acquire and grow your money.