Lian
Represents family, legacy, and the inspiration behind building a better financial future.
A stronger financial future starts with understanding where you stand.
Lianest is a modern financial planning platform that turns a short assessment into a personalized Financial Prescription. It provides clarity and education before you speak with a financial professional.
Nest
Represents the nest egg we protect, grow, and prepare for the people and goals that matter.
Clarity first
Lianest is not an insurance company and does not require users to purchase a product. Its Financial Prescription may cover life insurance needs, retirement planning, savings goals, emergency funding, education and overall financial health. Users may take the result to any licensed financial advisor or financial institution.
Our mission
Help anyone understand their financial situation in under two minutes through clear questions, transparent assumptions and practical next steps.
Owned by #MarkXimize
Created by Mark Anthony N. Tan, Financial Advisor, 2× MDRT Qualifier and Certified Technical Analyst.