Holistic guidance and triage (financial healthcheck)

D2C Digital
Guidance

Provide automated holistic financial guidance and advice to your clients through a digital triage service. This user-friendly interface comes in a chat and choices format and is customisable to your brand.

Who does this help?

People know they should be doing more with their money, but sometimes need a little help. This service helps individuals get clarity on their financial priorities, providing tips and guidance to help them feel in control.

Client objectives

  • Priorities: By inputting some basic information about their finances and lifestyle, clients get a personalised task list of financial priorities which lead on to education, advice or guidance.
  • Management information: For employers, trustees, and corporate advisers, collect anonymised MI on financial priorities and key financial needs of members and clients.

Outcomes

Education and guidance on improving financial wellbeing:

  • Managing regular spending
  • Reducing debt
  • Building up savings
  • Buying a home
  • Protecting from the unexpected
  • Saving into a pension
  • Investing in the long term

Advice on improving financial wellbeing:

Pension accumulation:
How much to invest in your pension and where

Investments:
Finding the most suitable ISA

Retirement:
Options available for taking pension money

Mortgage:
Guidance for first time buyers and mortgage advice

Configurable parts

These solutions can be either configured and linked to your existing services, to third party / partner sites or Wealth Wizards’ digital advice solutions.

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Key features

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8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

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