A smarter way to

Reach your
financial goals

Set a better, clearer, faster path to your financial goals with affordable, fully personalized savings and investment plans available online in minutes.

Financial planning simplified

Staying focused on your financial goals is the key to making them happen. LifeGoals is designed to keep you focused with intuitive, interactive planning tools that guide you through every step of the investment process.

Set a goal and get a plan in minutes. Stay on top of your progress online anywhere, anytime.

If your goals change, you can adjust the numbers or create a new plan in minutes.

Need a hand? A financial expert is available via phone, email or our online support center.

Get started

Explore the possibilities

What’s your next goal? Buying your first house? Financing a new car? Saving for a summer getaway? Whatever you’re planning in life, LifeGoals can help you get there.

Set a goal to get started. Our Dynamic Goals Calculator will give you a financial roadmap in minutes.

Getting started with LifeGoals

No paper, no in-person visits. You can easily sign-up from anywhere without having to make an appointment or print and scan anything.

Set a goal

Have a big idea? Tell us what it is, how much you can set aside and when you'd like to reach your goal. You're one click away from your personal plan.

Get a plan

The LifeGoals Dynamic Goals Calculator will show you how much you'll earn over time in real market conditions.

Make it happen

Looking good? Sign up and start earning. If you're not sure about your plan, you can change it or cancel it at any time.

Set a goal

Have a big idea? Tell us what it is, how much you can set aside and when you'd like to reach your goal. You're one click away from your personal plan.

Get a plan

The LifeGoals Dynamic Goals Calculator will show you how much you'll earn over time in real market conditions.

Make it happen

Looking good? Sign up and start earning. If you're not sure about your plan, you can change it or cancel it at any time.

Earn more over time

We don’t try to beat the market. We help people earn more over time based on two key factors: what they want to achieve and what they can afford. This is the most effective, cost-efficient strategy for growing wealth.

No second guessing or panic selling. Just a clear roadmap and smart, globally diversified funds backed by decades of financial planning experience.

Try our Dynamic Investment Calculator to see how LifeGoals can help you plan a roadmap to your goals.

Get started

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* Assuming annualised returns since 01/01/2014

We didn’t invent financial planning.

We just made it better.

Gorgeously simple

Set up a financial plan completely tailored to your financial goals and risk appetite in minutes. Test it on our Dynamic Investment Calculator to see how much you can expect to earn in the real market. If you like what you see, we’ll have you on the road to your goal in less than 24 hours.

Obsessively secure

Protect your investments with globally diversified portfolios built for your financial success. Every LifeGoals portfolio invests in over 16,500 instruments spread out over 100 countries. All of our digital tools were created by human financial specialists with one goal in mind: to keep your money safe.

Refreshingly transparent

Reach your financial goals on schedule with no hidden costs or maintenance fees. Cash out or reinvest whenever you want. Check your progress online daily anywhere, anytime.

We’ve got you.

Financial futures come in all sizes. LifeGoals offers the same smart, user-friendly planning tools and impeccable customer support to all of our investors, whether they’re onboarding a company of 2,000 or saving to buy their next car.

Retire

Looking for a better financial future for your employees? LifeGoals’ easy onboarding and maintenance means less paperwork for employers. Our secure, exceptionally smart retirement plans means peace of mind for employees.

Learn more

Ιnvest

LifeGoals is a simple, smart, affordable way to make your financial goals happen. From planning to investment in three easy steps. Keep up with your progress, change or cancel your plan online wherever you are, whenever you want.

Learn more

Emergo Wealth

A tradition of financial planning

We help clients of all sizes reach their financial goals securely and intelligently with world-class personalized investment plans, asset and portfolio management, and fund administration, brokerage and research services.

Our story

With any investment, your capital is at risk. Depending on the risk that you choose to take, the value of your portfolio with Emergo Wealth can go down as well as up and you may get back less than you invest. Risk is an unavoidable component of investing. Past performance is no guarantee of future results nor is it necessarily indicative of future performance. If you are in doubt about whether an investment is suitable for you, please contact us.