Who we are

We have a little story to tell – a peek at who we are and our motivation. It starts in 2017. Aleks had a successful career in financial services and a job she loved, but the demands of the corporate lifestyle were starting to take their toll.

Aleks turned everything upside down and traded high heels, 6 am trains, and evenings spent clearing 200+ emails for the flexibility of running her own business. Along with a superb crew, she now does what she loves the most – supporting financial planners and helping their clients achieve their dreams.