Our mission is to simplify the complexities of financial planning and help you focus on the next actionable step towards meeting your personal finance goals. We will help you understand your income and expenses, providing clear insights into your spending patterns. You'll be able to compare your habits to best practices, optimize your tax strategy across different account types, and receive straightforward, actionable steps to improve your financial health. With PennyMize, you'll stay motivated and accountable as you work towards your personal finance goals.
Getting a base level understanding of your major spending categories is the first step towards reaching your financial goals. To fill out this page you make need your pay-slips, bank/credit card statements. Once you fill out this page we will be able compare your spending with what is considered best practice to help you understand what you are doing well and what you can do to improve.
Most employers have benefit packages as a part of their compensation. Too often employees do not optimize on the benefits offered by their employers and as a result miss out on opportunity to save on taxes and sometimes even additional income. Upon providing the requested information, we will track and remind you to maximize the benefits that are part of your compensation package.
You can fill out the information about your current debts so we can help you get a wholistic understanding of your finances and map out a plan to help you set the right balance between debt payments, savings and spending.
Complete this section to help us assess whether you are maximizing the tax advantages available through government-sponsored retirement savings accounts. These accounts offer favorable tax treatment to support your financial future.
Save more for Retirement.
Save for other goals & advanced methods.
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