We updated the You First website with a new design. Hopefully, you will find it more resourceful and user-friendly. There will be a second phase of website changes by the end of the year. In the meantime, please explore and let us know what you think!
What’s new
-Modernized layout (navigation tab at the top)
-Tools & Resources section (financial calculators and tax cards with updated tax brackets)
-Client Centre with Fundex Wealthview access and Tax Checklists
What’s to come
-Further improvements to design
-Live market ticker
-Strategy lab with an archive of financial planning articles
We welcome any feedback!