Guides & Resources

Discover Finimize guides โ€“ simple, to-the-point resources that help our community with everything from personal finance to trading advanced stocks.

Wealth Management

How do wealth managers work?

Managing your own finances can be tricky โ€“ย that's where wealth managers come in. Our latest guide explains what they do, and helps you decide if one's right for you.


Figuring out your future finances: pensions and retirement

Thinking about (and planning for) your retirement well in advance is key if you want to make it a retreat and not a rout from the world of work.


Investing Like The 1%

Learn how to invest like you too are fancy-schmancy

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๐Ÿ™Œ Community Level Up Your Professional Brand

Hear from Victoria McLean, Founder & CEO of City CV, on how to refine your professional brand & optimize your Linkedin profile to stand out.

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