to focus on life
Spend time with your family, on work and on the little things that give you joy! We’ll work on helping you build wealth with a solid foundation.
The Propel Money Advantage
Our commitment is to make a great plan that is right for you. And we take that very seriously.
At Propel Money, we believe that your investments must be built on a solid foundation to keep them safe from the surprises life throws at you, and growing them. We also believe that investing regularly for the long term generates astonishing wealth!
We are guided by the Nobel Prize winning Modern Portfolio Theory on risk diversification to maximise overall return within an acceptable level of risk.
As part of the personal financial planning process, we do detailed research on several metrics and based on your risk profile, specifically suggest for you where to invest and how much. Our recommendations are designed to provide a balance between risk, return and liquidity through a variety of financial products.
Interested in learning more about how we build financial plans? Read more