Finchat for individuals

Individuals can improve their financial literacy with a comprehensive suite of financial planning tools;

Quick research

1. Financial planning articles are easily accessible via tabs or the glossary.
2. Calculators make it easy to play “what-ifs”, allowing the user to examine different scenarios to get a better perspective.
3. Down load easy-to-understand info-grams.
4. The comply-eye reviews any formal advice from a compliance perspective.

Financial health check

1. The online financial health check allows you to check whether they have adequate provision for estate planning, retirement, death, disability and income protection. It also examines items like budgeting and wealth accumulation.
2. You can choose to do any single financial planning aspect or all.

Comply-eye

1. Send us any formal advice and our comply-eye will review it from a compliance point of view.

View and download info-gram