Vision
Unique Selling Points
What differentiates this tool?
- Expenditure as important as income
- considers financial resilience
- people’s needs vary over their lifetime
- all products
Thoughts
- How can tool educate people so they are prepared when they seek advice?
- Need to understand what ‘advice’ actually is. Could we say ‘go for 15%’ …?
- offer a recommendation - but indirectly
- What about Estate Planning and Trusts hmm..?
Products
- Pensions
- Savings
- General Investment Accounts (GIA)
- Individuals Savings Accounts (ISA)
- Mortgages
- General Insurance
Lean Canvases
- built at LeanStack
- 20240908 - first attempt