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Financial Consult
MYGENIE
Collaborate your financial journey with the brightest minds in one place
MyGenie, planners, tax specialists, fiduciary experts and everyday investors — engaging with one vision, so every decision you make is a well-advised one.
Meerkat Genie
Introducing
MyGenie views the whole picture, then suggest your next move
Income, debt, tax, trusts and risk management — in plain language, grounded in your financials. Built alongside certified planners, tax practitioners and fiduciary specialists.
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Sees everything
One profile across every account, entity and beneficiary.
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Models the trade-offs
Retire earlier, settle debt, or invest? See it before you commit.
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Suggests a professional
Gives you choices and access to the right specialist the moment it matters.