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Online Financial Planning Tools

Checking out online financial planning sites I found this recently: This is a financial planning website with the look and feel of a new fintech venture. There is a lot of good solid financial planning type content. There is a budget-first approach to the process which matches well with established views of how best to advise people when you intend to offer the full spectrum of financial advice. 

The service operates, we think, based on two revenue models: the first is a subscription, the second is referral to financial advisers. Subscriptions could be paid by either the consumer direct, or by advisers referring clients to the service. Based in Wellesley Street, Auckland. 


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