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Feb 2025
35m 16s

A financial plan with one debit order

My Money My Lifestyle
About this episode
In this episode of "My Money, My Lifestyle," host Maya Fisher French interviews Adrian Hope-Bailie, founder of Fynbos Money, a new investment platform designed to simplify and reduce the costs of investing. 

Adrian shares his journey of creating a platform that addresses the common question: "Where do I start investing?" 

With countless unit trusts and investment options available, it is unsurprising that people feel overwhelmed by choice. The need to simplify choice and administration motivated Adrian to create Fynbos Money, which focuses on emergency and tax-free savings accounts. 

The key behind the Fynbos Money model is that it allows users to set up a single debit order that allocates funds to various savings and investment goals, users can focus on their financial future without the stress of managing multiple accounts.
 
Listen to the full podcast, where Maya asks Adrian deeper questions about who is behind Fynbos Money, how they keep investors' funds safe, how they select funds, and their future plans. 

1. Introduction to Fynbos Money and its mission
2. The common question: Where to start investing?
3. Importance of emergency funds and tax-free savings accounts
4. Unique features of Fynbos Money: automation and goal tracking
5. Understanding fees and the subscription model
6. Fund selection and investment safety
7. Empowering users for financial wellness
 
Fynbos Money sponsored this podcast
 


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