Made for couples
One shared map. Two points of view.
Money is a team sport. Perfingo gives your household one joint pathway (with split funding, shared goals, and a verdict you both can see) while each of you keeps a view of your own.
Free read-only view for your partner · No credit card required
Us · You · Partner
Switch the view. See the whole household, or just your half.
Plan together without losing yourself in the merge. Toggle between the joint picture and each partner's own, with funding split fairly and one verdict you both trust.
Placeholder“One shared map instead of two spreadsheets and an argument.”Linda, 35
Why couples plan here
Built for two, without the friction.
The hard part of planning together isn't the maths: it's fairness, visibility and staying on the same page. Perfingo is designed around exactly that.
Shared goals, split fairly
Set a BTO, a wedding or a child once, then decide who funds what, in whatever ratio feels right. The split is visible to you both.
One joint verdict
No two dashboards to reconcile. Every shared goal rolls up into a single household read: funded, at risk, or not yet.
Keep your own view
Toggle to just your half anytime (your net worth, your freedom age, your contribution) without unpicking the joint plan.
A third seat, on your terms
Bring an advisor in: you hold the dial.
Working with a financial advisor? Invite them into your household with a share link. What they can see and do is always yours to set, never theirs.
Advisors get a workspace of their own: see Perfingo for Advisors.
From couples like you
Planning as a team, at last.
PlaceholderWe dragged our BTO two years earlier and watched the plan still hold. That one moment sold us.
PlaceholderThe first tool that showed both our CPF, insurance and investments in one picture. We finally know our number.
PlaceholderWe plan as a couple now. One shared map instead of two spreadsheets and an argument.
Plan your future together.
One plan, one shared map, two points of view. 14 days to see your household's whole story.
No credit card required · Cancel anytime