Product Update: 16th May 2019

Product Update: 16th May 2019

It’s been a while since our last dedicated product update post and quite a bit has changed! Over the past few weeks, we have made enhancements to the mobile app to bring it in line with the wealth portal’s new look, added new features to the app, and optimised the...
The 5 worst types of clients seen in financial services

The 5 worst types of clients seen in financial services

We’ve covered the 5 most popular client personas seen in financial services but what about the worst types of clients? From tyre kickers to time-wasters, we take a look at the 5 client types you probably want to avoid! Know-it-all Naomi This client persona thinks they...
3 strategies to engage property investors

3 strategies to engage property investors

Meet Peter the Property Mogul   Peter is a DIY investor. He is a high earning professional who likes to give everything a go and doesn’t shy away from risk. At 45 years of age, he’s an experienced property investor and has recently added his third residence to...
3 strategies to engage retirees

3 strategies to engage retirees

Meet Ray the Retiree Ray is recently retired. While he doesn’t consider himself as tech-savvy, he owns a smartphone and enjoys keeping up with his children and grandkids on Facetime. Over his working life, Ray has accumulated various assets so preserving his...