Let your plan guide your wealth.

From today’s ambitions to your family’s future,
your plan connects every decision to what truly matters.

We provide personalized planning. Not a one-size-fits-all solution.
It’s why our planning works.

Step 1 Goals

Define which goals
matter to you

How much passive income would you like to earn during retirement?

Passive Income Target

USD 12,500/month
Step 2 Asset Aggregation

All your wealth in one place

Securely link every brokerage, bank and custodian — onshore and off. Read-only, audited, and refreshed automatically so your full picture is always current.

  • 250+ institutions across the GCC, UK, EU and US
  • Read-only credentials, never stored in plaintext
  • Multi-currency consolidation with daily refresh
Step 3 Strategise

Model your future

Plan Smarter.
See Further.

Forecast your income, test scenarios, optimize risk, and project growth in real terms — giving you a clear view of your financial future and the confidence to act.

See how plan works
Step 4 Invest

Invest with purpose, guided by your plan

Outline your
current wealth

Your portfolio is built to fund your goals, dynamically adjusted to match your risk profile and liquidity needs — so every investment moves you closer to what matters most.

See how plan works

One plan. One place. Total clarity.

Explore your plan inside the app, track your progress in real time, and make smarter decisions with clarity. When you need it, your advisor is there to guide you — combining technology with experience.

Explore how it works Book your complimentary session
No commitment. No pressure. Just clarity. Your advisor is there to guide you — no hidden costs, just support.
FAQ

Questions about planning

  • No. You can plan around assets that live elsewhere — property, pensions, offshore accounts. Aggregation is optional, but the more we see the sharper your plan becomes.

  • Your plan updates continuously as markets move and your circumstances change. We also schedule a formal review with your advisor at least once a year — more often on request.

  • Absolutely. Buy a home, welcome a child, change jobs — your advisor rebuilds the projection and rebalances your portfolio to match the new reality.

  • We'll flag it early. Your advisor will walk through the trade-offs — contributing more, extending the timeline, or adjusting risk — so you stay in control.

  • Building your plan is complimentary. You only pay our flat management fee when you choose to invest with Vault.