MyFinancialBuddy is like having your own 24/7 personal Financial Adviser that plans with you always!
MyFinancialBuddy is a fun yet simple to use, all encompassing personal financial planning tool that will help you plan all your financial matters in just a few minutes which makes it highly suited for today's busy executives. MyFinancialBuddy also features an in build live chat that allows you to communicate one on one with either MyFinancialBuddy or your Financial Adviser so that your financial concerns will be prioritized.
Don't fret if you currently do not have a Financial Adviser, MyFinancialBuddy also has an Adviser Meetup function to help you find a suitable Adviser to look into your financial concerns.
With just a single app, it will help you with the following areas of financial concerns:-
1) Getting quotations for Insurances, Investments and other financial needs
2) Funding for your Retirement & Children's College Education needs
3) Setting and monitoring of Financial Goals
4) Projecting different financial portfolio returns
5) Annual Budget and Monthly Cashflow Tracking
6) Personal Financial health checks
7) Personal Life Insurance needs
8) Basic Recommender for Life Insurance and Investments
9) Management of Life Insurance policies
Through MyFinancialBuddy, besides learning about financial planning, you would also be empowered to make clear financial decisions for yourself and your family and have the peace of mind that all your financial information would be kept in confidence within MyFinancialBuddy’s vault.
You can expect more modules in future so be sure to register with us and like us on our Facebook page!
With Family Sharing set up, up to six family members can use this app.