Holistic guidance & triage (financial healthcheck)

✓ D2C Digital
✓ Guidance
✓ Advice
Get in touch ➜
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
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 for 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
Protection:
Advice on life insurance and income protection
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.

Scale up your digital advice capability

API integration with your own digital solutions
Customised to your brand with UX excellence
End-to-end automation of your whole advice process

Live products

Get in touch

If you'd like to find out how Turo can work for you, fill in the form below and someone will be in touch.  

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© 2019 Wealth Wizards


Disclaimer

Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 06030782. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited. 

© 2019 Wealth Wizards Limited.