The Family Office has launched Financial Goal, a mobile app that helps you set and track long-term money goals, run “what-if” scenarios and build a plan with an advisor. It’s live on the App Store and Google Play. The app links to The Family Office’s existing client platform. It also sits under a firm that’s regulated across Bahrain, Dubai, Saudi Arabia and Kuwait.
What the Financial Goal app does
The basics, in plain English. You create goals and see progress over time. You can simulate different futures based on your income, assets and liabilities. Then you shape a plan with an advisor.
- Goal tracking for mid- and long-term aims like retirement or education.
- Scenario simulations to test outcomes and stress-test your plan.
- Advisor collaboration for a personalised strategy.
In short, it’s a planning layer on your phone. You model the big stuff—retirement, children’s school fees, legacy—then align investments to those targets. That beats a scattered spreadsheet and helps you keep decisions tied to goals, not noise.
Where investing fits in
It isn’t just a tracker. The Family Office positions the app as a route to advisor-guided access to diversified private markets. Think private equity, private credit and real estate—within a plan, not as impulse buys.
- Access to private equity, private credit and real estate via an expert-guided process.
- Institutional-grade access and long-term strategy are the stated aims.
- For GCC investors; availability is on iOS and Android.
Private markets come with lock-ups, fees and risk. The PR frames access as part of a plan with an advisor, not a tap-to-trade experience. That’s sensible for assets that don’t behave like public stocks. For local context on consumer fintech shifts, see our coverage of du Pay’s digital salary and PaySelect’s SME payments tools, which show how finance in the UAE is getting more app-first.
Integration with The Family Office Client App
If you’re already a client, Financial Goal shows up inside the existing Client App, so planning and portfolio live in one place.
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- Single sign-on flow stays consistent for current clients.
- Planning, tracking and advisor touchpoints centralised.
- One platform reduces app sprawl.
That integration matters if you already have a managed portfolio with the firm. It cuts friction and means your advisor sees the same goals and scenarios you do. It also avoids the common trap of running a separate planning app with stale data.
Who regulates The Family Office—and why that matters
The firm points to multi-market oversight. The Bahrain entity is regulated by the Central Bank of Bahrain. The Dubai branch is a DFSA-regulated Category 4 licensee in DIFC for arranging and advising. Saudi and Kuwait entities are regulated by their respective capital markets authorities. Availability can vary by jurisdiction, and the Bahrain entity serves accredited investors per CBB rules.
- Regulated across Bahrain, Dubai (DFSA), Saudi Arabia (CMA) and Kuwait (CMA).
- DIFC branch is a Category 4 licensee for arranging and advising; not permitted to deal with Retail Clients under DFSA rules.
- Products and services may be restricted by where you live. Check eligibility.
For UAE readers, this means you should confirm your status and permissions before expecting access to specific products inside the app. The disclaimer is clear: jurisdiction matters.
Quote from the founder/CEO
On why the app exists: “We are committed to continuous innovation that helps our clients navigate complexity with clarity… making long-term investment planning more accessible [and] more aligned with the personal ambitions of our clients.”
- Focus on usability and long-term thinking.
- Aims to reduce friction in planning.
- Ties product to client outcomes, not only returns.
It’s the right tone for a region where app-based finance is moving fast—see our pieces on Botim’s fintech push and UAE banks shifting away from SMS OTPs—but planning still needs human context.
How to get it
The press release directs readers to www.financialgoal.com/en for more info and links out to the App Store and Google Play. Start there, confirm eligibility, then set up your first goal.
- Visit www.financialgoal.com/en.
- Install on iOS or Android via store links.
- If you’re an existing client, open your Client App and look for Financial Goal.
For UAE users, keep your Emirates ID handy for KYC if prompted, and review our primer on app security and new bank authentication so you’re set up with biometrics and push approvals.
Is the Financial Goal app free to download in the UAE?
The release confirms availability on the App Store and Google Play but doesn’t state pricing.
Can anyone invest through the app?
Access depends on your jurisdiction and investor status. The firm notes certain products may not be available where you reside, and the DIFC branch isn’t permitted to deal with Retail Clients per DFSA rules. Confirm eligibility before you start.
What types of investments are mentioned?
The app routes to advisor-guided access to private equity, private credit and real estate within a personalised plan.
