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A smarter way to

Plan for the future

Tell us your next big idea. We’ll give you a financial roadmap in minutes. Dream vacation? Dream car? Dream house? We’ve got you.

Your roadmap to financial security

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Goal-based investing

Setting concrete goals you know you can reach is the key to building the financial future you want. LifeGoals leads you through the entire investment process with a suite of intuitive, interactive planning tools you’ll love to use. From deciding what you want to achieve and how much time and money you want set aside to get there, to showing you how much your investments will earn you over time.

We’re 100% online, totally data responsible, and obsessive about transparency. Our investment tools are low cost and strings free, and will stay that way forever.

Socially responsible investing

LifeGoals portfolios take your values and goals into account; we've built our portfolios around investments that focus on high environmental, social and corporate governance standards so we can all do our part to invest in a better world.

These portfolios have the same low fees so you can pay less while feeling good about your investment choices.

Learn more

Personalised goals

You have your own dreams for the future, and your own way of getting there. Want to travel more? Finally buy that holiday home? Or maybe you’ve been thinking about saving for a rainy day?.

Whatever you want out of life, LifeGoals can help you get it with smart online planning tools designed to give you maximum control over your earnings.

Low risk, optimized returns

LifeGoals portfolios are invested in thousands of instruments from more than one hundred countries. That level of global diversification means your money is very well protected. It also means that whatever you put in goes further, maximizing your returns.

Want to see the numbers? Check out our actual portfolio performance.

A digital experience designed for users

Our digital platform was developed in house to lead users through a seamless goal-setting process with a very low learning curve. The LifeGoals dashboard makes it easy for you to keep up with the progress of your goals, tweak or add new goals, manage contributions and get detailed insight into your investment strategies whenever and wherever you want.

One flat fee, no hidden cost

Investing with LifeGoals is low cost and totally transparent. We charge a low 1% annual flat fee for investments and a 0.2% flat fee for international and local savings plans. After that, it’s all returns for you with no hidden costs or surprises down the line.

Ready to get started? Check out our pricing plans.

Expertise and values

Thirty years and hundreds of millions of euros of assets managed has taught us how to perfect our systems, workflow and people. We provide the highest quality turn-key investment management services on the market, impeccably executed by dedicated professionals.

But what our clients value most about us isn’t the numbers. It’s our commitment to helping them reach financial goals that matter to them safely, confidently and transparently.

Earn more over time

We don’t try to beat the market. We help people earn more over time based on two key factors: their risk appetite and what they can afford. This is the most effective, cost-efficient strategy for growing wealth.

No second guessing or panic selling. Just a clear roadmap and smart, automated, globally diversified funds backed by decades of financial planning experience.

Try our Dynamic Investment Calculator to see how LifeGoals can help you plan a roadmap to your goals.

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* Assuming annualised returns since 01/01/2014

Getting started with LifeGoals

No paper, no in-person visits. You can easily sign-up from anywhere without having to make an appointment or print and scan anything.

1 Set a goal
2Get a plan
3Make it happen
Have a big idea? Tell us what it is, how much you can set aside and when you'd like to reach your goal. You're one click away from your personal plan.

Are your goals within reach?

Find out with our dynamic goal calculators

Just Invest

Retirement

My dream home

Buy a car

Education

See the world

Rainy day

Custom Goal

RISK WARNING - With any investment, your capital is at risk. Depending on the risk that you choose to take, the value of your portfolio with LifeGoals Financial Services Limited can go down as well as up and you may get back less than you invest. Risk is an unavoidable component of investing. Past performance is no guarantee of future results nor is it necessarily indicative of future performance. If you are in doubt about whether an investment is suitable for you, please contact us.