Financial Planning of Tomorrow
Finix is a Financial Planning company focused on providing tailored financial services to individuals and businesses.
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.
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Choose one of our plans
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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.
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.
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.
Built for a better financial life
Join thousands of happy customers who have already taken full control over their finances.
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