Description: Fin365's innovative software enables financial services businesses to deliver a better experience to more customers with greater efficiency.
miPlan tailors advice for families, individuals, retirees and small businesses. We’ll help you sharpen your focus and track your progress to a better future.
We believe in a combination of deliberate planned saving, and smart investment decisions. There is no silver bullet. We guide your investment decisions to be effective now and in future, to meet your spending goals as they occur.
Whether you have a family to feed or are retired, you need income for lifestyle essentials. By focusing on guaranteed income, we help clients plan to have enough to live whatever curve balls life may throw.