Financial Planning of Tomorrow

Finix is a Financial Planning company focused on providing tailored financial services to individuals and businesses.

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A hub for all of your finances

The Finix app develops personalized financial strategies that cater to your individual goals and needs. With Finix, you can trust that your finances are in safe hands.

App dashboard shot
App dashboard shot

Get started in 4 easy steps

Start in seconds

Step 1

Easy one click sign-up

Step 2

Choose one of our plans

Step 3

Access our tracking system

Step 4

Adjust your plan as you go

Investment Planning

This service provides clients with advice around investments, including selecting the right products, setting up a portfolio, and monitoring investments.

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Tax Planning

This service assists clients in minimizing their tax burden by providing advice on estate planning, tax advantaged investments, and other strategies that minimize the impact of taxes.

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Retirement Planning

This service helps clients plan for their retirement by assessing their current financial situation, setting financial goals and providing advice around investments and savings.

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Built for a better financial life

Join thousands of happy customers who have already taken full control over their finances.

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