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Tell us what you’re looking for and we’ll help you find your perfect financial match.


About Money MeetUps

We get it. Talking about money is personal. And talking to a complete stranger about money? Well, that can be downright intimidating. The truth is, financial advice is about building a relationship with someone that can help you with even the most unique challenges, big or small. Someone that’s here to make your life better, not more stressful. This is why we are creating a video series to show another side to the financial planner. And we’re helping you match with a financial planner of your own that not only understands your financial goals, but shares your personal interests too.

Episode 6

A successful IT entrepreneur learns that good things come to those who wait.

Collin is one of those rare individuals who has his finances in order. Now he has a maturing investment and wants to invest in his passion by funding a rugby academy in his hometown. His long-standing financial partner and friend, Karl, gives him advice on what steps he can take to reap the biggest rewards over time.

An ambitious young couple start out the right way, together.


SIM Balanced Fund

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SIM Inflation Plus Fund

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Satrix Balanced Fund

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