Learn with Isithebe. Live it with My GOTO.
My GOTO is your one-stop destination for building financial confidence, balance, and long-term wellbeing. The platform brings together interactive tools, educational content, and custom-built financial wellness portals designed to help both individuals and organisations take charge of their financial journey.
Through My GOTO, users can access:
Smart financial calculators that simplify complex decisions.
Practical educational resources that support everyday money management.
Customisable Health Portals that empower corporates and institutions to improve their employees’ or clients’ financial wellness, track progress, and deliver targeted support.
Our partner, Isithebe, extends this mission through expert-led workshops and training programmes for employees and business teams. From financial basics and debt management to investment, legacy, and retirement planning, Isithebe equips people with the knowledge and mindset to make confident financial decisions. The team also offers Business Financial Planning services that strengthen financial sustainability for companies and entrepreneurs.
Together, My GOTO and Isithebe provide a complete, holistic approach to finance - combining education, technology, and real-world insight to create lasting financial wellbeing.
Explore. Learn. Plan. Thrive.
Your financial wellness journey starts here.
My GOTO - Your digital guide to smarter financial living.
My GOTO Financial Health Portal
Imagine a digital space where every part of your financial life connects seamlessly, where your expenses, savings, investments, retirement and legacy plans are all visible in one clear view.
The My GOTO Financial Health Portal is not just another budgeting tool; it is a full financial mirror that shows you where you stand, where you want to be and how to get there. It empowers users to make informed, confident financial decisions, identifies unnecessary spending and helps them reach life goals faster.
For institutions, this is a transformative opportunity to offer clients and employees something deeper than products genuine financial wellness. The portal brings clarity, control and confidence to clients, while building lifelong trust between them and the financial institutions that make this innovation possible.
The My GOTO Financial Health Portal turns scattered accounts and paperwork into a clear plan. This is an elegant, brandable product that deepens engagement, reduces financial stress among clients and employees, and creates new opportunities for advisory services and product cross-selling.
Clients and employees are overwhelmed with fragmented financial products, manual calculations and uncertainty about whether they are on track for retirement or leaving the right legacy. Financial wellness drives retention, product uptake and trust. A simple, guided, data-driven solution that delivers clarity and recommended actions is a competitive differentiator for any financial institution.
Core features to consider for your custom portal:
- Automated bank statement upload, expense intelligence and budget optimisation
- Retirement calculator and policy modelling
- Investment portfolio mapping and needs-based matching
- Legacy and estate planning assistant
- Budgeting & Goal setting
- Insurance Planning & Debt Management
- Education & Emergency Fund Planning
My GOTO Client Success
In today’s financial landscape, clients expect more than transactions. They expect guidance, education, and long term partnership. My GOTO enables financial institutions, advisors, and brokers to deliver exactly that.
By offering clients access to a comprehensive financial education platform, you position yourself as more than a service provider. You become a trusted mentor who is genuinely invested in their financial wellbeing. Empower your clients to take control of their financial journey with confidence, clarity, and purpose.
My GOTO gives your clients the education and tools they need to understand money, make informed decisions, and achieve lasting financial independence. It turns complex financial topics into practical knowledge that can be applied every day, helping clients feel secure and capable in their financial choices.
By offering My GOTO, you show that your commitment goes beyond advice it extends to real financial empowerment and lifelong wellbeing. Expect the following benefits:
- Strengthen Client Relationships Through Education
- Enhance the Value of Your Advisory Services
- Differentiate Your Brand in a Competitive Market
- Empower Clients to Take Action
- Build loyalty through transparency and empowerment
- Reduce confusion and indecision among clients Improve engagement and action on recommendations
- Position your practice as a modern, client-focused partner
My GOTO Employee Success
Financial stress is one of the most common and invisible challenges employees face today, causing causes of distraction, absenteeism, and decreased productivity. It affects how they think, how they perform, and how they show up at work and at home.
My GOTO helps employees take back control of their financial lives. Through interactive learning, guided budgeting tools, and goal-based planning, individuals begin to understand their finances clearly and confidently. They learn how to make smarter money decisions, manage debt, set realistic goals, and plan for the future. This shift in knowledge doesn’t just relieve stress, it builds empowerment.
Employees move from feeling uncertain to feeling capable, from worrying about the next pay check to working toward long-term financial freedom.
For employers, the benefits go far beyond improved financial literacy. A workforce that feels financially secure is more focused, motivated, and engaged. Absenteeism decreases, productivity rises, and the company culture strengthens as people bring their best selves to work. By partnering with My GOTO, the employers and employees will benefit from:
- Reduced Financial Stress - Better Focus and Engagement
- Improved Financial Resilience - Fewer Crises
- Better Decisions About Benefits and Retirement
- Sense of Being Valued and Supported
- Higher Retention Rates as Staff Feel Cared For
- Lower Absenteeism and Performance Dips Linked to Financial Strain
- Stronger Employer Value Proposition – Attract and Retain Top Talent
Isithebe | Specialised Financial Wellness Solutions
Isithebe Employee Programmes
Isithebe offers a multitude of options:
- Face to face or online
- The length of the session will be as per client’s requirements
- Will be facilitated to groups, with the maximum number per session being 15
- Can be held as a standalone or alongside other Wellness Day initiatives
- We will print Credit reports for participants along with other financial awareness tools
- We will print Credit reports for participants along with other financial awareness tools
- Newsletters according to financial themes are available via our partner, My GOTO.
- This will be a closed session with the individual
- Each session will be for 1 hour
Our Clients
