Hi folks and welcome to the Meaningful Money podcast session number 231.

This is the podcast dedicated to helping you put your finances in order. My name is Pete Matthew

and I'm going to share with you everything you need to know and everything you need to do to secure your financial future.

I'm here to help you make sense of money.

Hello, hello, great to have you with me once again.

I am always excited to see the emergence of services that look to help more people

take their financial planning in hand through the power and economies of scale that the

internet provides.

My guest today has launched a service called Phanimize, which seeks to both educate customers

and also to help them with their financial planning, at least at a high level.

So I'm looking forward to bringing you that, a little bit more on that in a minute.

As usual, after the main body of the show, I'll look at a couple of reviews that have been left in the last week,

and I'll announce what we're going to be talking about next time. But before all of that, remember this podcast is brought to you with the help of my friends

at Seven Investment Management. They're a firm of investment managers based in London who

specialize in multi-asset investing. Something I'm always talking about on the show,

multi-asset investing brings institutional level investing techniques to ordinary people like you and me

and seven i am specializing that and they put their name to the show here to the website because

they believe in what i'm doing just trying to get decent easy to understand financial information

out to the world so i continue to be super grateful to the guys at seven i am for their support

please do show your appreciation by

checking out what they're up to. They're at 7im.com. They're at 7im.com. That's the number 7im.im,

I am.com. Now, my guest today is Max Rofaga of finemize.com. That's F-I-N-I-I-Z-E.com.

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