Financial Planning

Cashguards is a platform that combines the benefits of technology and human expertise. Our technology ensures that your financial goals are accurately aligned with your financial appetite, while our human experts provide rock-solid recommendations.

Together, we create a personalised and dynamic financial plan that adapts to your changing needs.

Estate Planning

Estate planning made easy.

Work with an experienced wills and trusts attorney to help your family and your business be prepared for end-of-life decisions.

Tax Planning

With our automated tax preparation process, you can save time, money, and hassle. Our AI-powered platform helps you find tax savings and invest in wealth-building opportunities, all in one place.

Plus, our expert advice ensures a seamless and stress-free experience. Start enjoying the benefits of tax savings and wealth building today.

How you
benefit from Cashguards

Your goals
Our priority

Setting big goals can be overwhelming, but we believe that the key to success is starting with a simple plan.

At Cashguards, we want to help you protect your security and achieve your goals. Our services are here for you when you need them most. Let us help you make the most of your choices and reach your dreams.

About Us

Cashguards is a financial technology start-up that offers affordable, comprehensive digital advisory solutions in one place. Our user-friendly tools make it easy for people to set and achieve their financial goals. With Cashguards, you can create a personalized plan that fits your budget and helps you reach your dreams.