Experience financial planning
Take a guided tour through our comprehensive financial planning process. See exactly how we help you understand your finances and plan for your future.
What you'll discover
- How our process looks, simplyfied
- What you can expect from financial planning with a Financemate by your side
- The key questions we answer per section when working together
Educational demonstration only. Not personalized financial advice.
Let's Start: Choose Your Financial Profile to Demo
To demonstrate what the experience looks like, please select the profile that best matches your current life situation. We'll prefill the assessment with realistic data that you can adjust as needed. When planning with Financemate, everything will be personalised to your unique needs and goals.
Choose the profile that most closely matches your current situation
Alex
Young Professional
Age: 25-30
Recent graduate starting his career, optimizing for growth and debt elimination
Key Characteristics:
Primary Concerns:
Sarah
Professional
Age: 30-40
Mid-career professional with stable income, planning for family, investing and property
Key Characteristics:
Primary Concerns:
Emma
Senior Professional
Age: 40+
Senior professional in peak earning years, focused on retirement and wealth preservation