Regulated

All of our operations are government regulated to protect your capital and personal data. You can see our registration information here

Secured

We built LifeGoals with your safety and security in mind and work with a range of trusted partners and reputable institutions. Learn more

Smart

Investing can be complicated, our dedicated development team is working around the clock to bring you a best in class investment solution at the lowest possible costs.

Preferred Managers

Trusted Partners

Financial planning simplified

Staying focused on your financial goals is the key to making them happen and that’s why we created a state-of-the art personal, financial planning tool which is uniquely designed to give you complete control over your life goals. We are committed to helping you achieve your financial goals by giving you the right tools and personalised support and guidance whenever you need it.

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

Goal-centred investing
By basing your savings strategy on a specific goal, we will help you make sound decisions which have a positive impact on your financial future. Let each step of your saving journey work for you, by selecting a number of personalized goals each tailored to a specific objective. By selecting multiple goals you will be able to celebrate every small win.
User-friendly tools
Our goal planner has been uniquely designed to bring your goal to life. It will show you exactly how long it will take for you to reach your goal as your money navigates its way through the complex world of online investing. Meanwhile, the LifeGoals Financial Technologies platform ensures that every step of the journey is completely automated and transparent as you turn single, small wins into great, successful investments.
Get started in minutes
No paper, and no in-person visits. LifeGoals is the online investment platform which anyone can use. Simply create your first goal, register, and bring your account to life from anywhere – at any time. Of course, an onboarding professional is always available upon request to assist with your account opening.
Joint account investing
You and your family and friends can contribute to the same goal with a joint account. Grandparents can add money into an account to help with education costs or for a family fund, friends are able to save together for a trip and partners can both contribute to saving for the down payment on a house. Investing together can help you reach your goals faster!
ESG strategies
All of LifeGoals personal portfolios adhere to an Environmental, Social, Governance (ESG) policy that are created to support sustainable and responsible investing. Through these portfolios our collective goals and values will be able to create a better world by making sure our investments have a positive impact on the state of our societies.

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

Get started Contact an expert

Getting started with LifeGoals

Whether you're new to investing or are looking for an innovative solution to make your money work for you, we've got you covered. We start with a goal, which allows us to get to know you better, and it allows you to always keep your investment goal front of mind; visually motivating you and keeping your efforts focused.

1 Set a goal
2Get a plan
3Make it happen
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.

We didn’t invent financial planning

We just used technology to make 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, you can complete the signup process online and we’ll have you on the road to your goal in no time.

Obsessively secure

Protect your investments with globally diversified portfolios built for your financial success. LifeGoals portfolios invests in over thousands of instruments and hundreds of countries. All of our digital tools were created by human financial specialists with one goal in mind: to keep your money invested in accordance with your risk profile.

Refreshingly transparent

Reach your financial goals on schedule by investing in a professionally managed portfolio that is automatically rebalanced with no hidden costs or maintenance fees. Cash out or reinvest whenever you want. Naturally, you can check your progress online daily anywhere, anytime.

Earn more over time

We don’t try to beat the market. We help people earn more over time based on two key factors: their risk appetite 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, automated, globally diversified portfolios 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 Contact an expert

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* Assuming annualised returns since 01/01/2014

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 people or saving to buy their next car.

Personal

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.

Business

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 mean peace of mind for employees.

LifeGoals by Emergo Wealth

A tradition of financial planning

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

Our story

RISK WARNING - 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.