Helping you grow steadily and worry less about money
Fintra started as a two-person advice desk with one rule: tell the truth about the numbers. Today our planners and analysts support clients in dozens of places — and every job still begins by hearing what you want.
We pair market homework with everyday language, so you always know your position and your next move.
Experience
Habits behind every note we send you
Plain words first
No jargon, no surprise fees — each step explained like a neighbour would.
Homework before hunches
We check figures and trends before we suggest anything.
Shaped to your life
Advice bent around your aims, timing, and comfort with risk.
With you after handover
Seasonal reviews and quick replies keep the plan alive.
A seasoned crew behind your figures
Planners and reviewers across budgeting, investing, risk, and tax — led by founders who still join client calls.
Maya Keller — Founder & Principal
Two decades guiding firms and families; leads plans and client reviews.
Review panel — Budgets, Risk & Tax
Senior eyes that double-check each plan before it reaches you.