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.

Pensions

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

Investing Like The 1%

Learn how to invest like you too are fancy-schmancy

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๐Ÿ™Œ Community The Power of ETFs

Community Host Bola Sol will speak with Debodun Osekita, a multi-asset Trader, about investing in themes with Exchange-Traded Funds.

๐Ÿ™Œ Community Is Fashion Going Out Of Style?

Community Director Paul Hsiao will lead the discussion with two industry experts: Jennifer Ong and Shelly Xu

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