Holistic guidance and triage (financial healthcheck)

D2C Digital

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.


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

Finding the most suitable ISA

Options available for taking pension money

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.

Key features

No items found.

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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


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.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.

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