The business will offer Robo financial advice to build clients wealth and meet their financial goals, as well as offering mortgage advisory service. The name ideally would reflect that we offer personalised, relevant, easy, straight and simple solutions, understood by the less finance savvy clients, and affordable. My target audience would generally be millennials or just a little older, tech savvies, who would perhaps prefer to do their shopping online than physically in stores. No gender preference. I would like the name to reflect that this is an online financial advisory firm, and I wouldn't mind making a reference to "Robo" within the right context. (but not necessary).
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