About us
Maximize your financial potential
Secure your financial future with the right tools. Just like Batman needs his bat-tools to save Gotham City.
There is no magic, it's time to plan for your financial future with the right tools.
A new approach to financial planning
Meeting in person is great, but with our virtual financial planning services, you can access our expertise from anywhere. Our secure platform makes it easy to share your financial information with us.
Get the financial security you want, when and how you want it.
Achieve your financial goals
Meet our financial experts
Experienced professionals committed to your financial well-being
Tony Fred
Chief Executive Officer
Founder and chief visionary, John is the driving force behind the company. He loves to keep his hands full by participating in the development of financial planning strategies, marketing, and customer experience.
Financial Planning Expert
Chief Financial Planner
Our financial planners love taking on challenges. With their multi-year experience in the finance industry, they have helped numerous clients achieve their financial goals. Our team is among the best in the business.
Aline Turner
Chief Strategy Officer
Samantha is one of the iconic people in life who can say they love what they do. She mentors 100+ in-house developers and looks after the community of thousands of investors.
Iris Joe
Chief Investment Officer
Mark, with his extensive financial experience, helps us easily understand the numbers and improve our clients' financial future. He is determined to drive success and delivers his professional acumen to bring the company to the next level.