Ever wondered where you stack up financially compared to others? Our report provides you with a statistical snapshot of your financial standing, so you can manage your finances better.
Our report covers a range of important financial components such as income, savings rate, and assets. This means you’ll get a snapshot of your finances in a dashboard format, with a breakdown of individual components like active & passive income, home value, savings to super balance & more.
See why we’ve been awarded Independent Financial Advisors’ Innovator of the Year.
“This tool increased our productivity by 200% by allowing us to run two
actions at the same time. Our team love it and were able to grasp how
to use it straight out of the box. We are buying several more tools
to roll out across the company.”
Working with Dan and Finnacle has been great. It’s nice that they’ve taken time to create that level of trust, which we really wanted when it came to our money. The online platform is easy to use and the flexibiltiy to meet up at any time is invaluable.
So much clarity. Money mostly seems like a sensitive topic and other companies pushed me back as “too young” to take on as a client. Finnacle changed that. The peace of mind from a plan unique to my lifestyle is honestly a gamechanger.
A fantastic, trustworthy, supportive service that has helped me to sort my money goals. I feel a lot safer now when it comes to my money – when it comes to looking after myself and my daughter that is a really important element for me.
Imagine your finances as an adventurous journey. Our Financial Health Report is like your personal Financial GPS – it pinpoints your current location in your financial landscape. However, knowing your location is only the first step of the journey. The next crucial bit? Mapping out the route towards your destination – financial independence.
Our expert advisers are ready to step in here, acting as your co-pilots. With their deep financial knowledge and understanding of your financial health report, they can then help create a roadmap that is tailored just for you. They can guide you around potential roadblocks and help you navigate through twisty turns, ensuring you stay on the fastest route to your financial goals. Ready for the ride? Register your interest now!
