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NAVIGATOR
Financial Wellbeing.
Ability to meet current and ongoing financial obligations
Feel secure in your financial future
Ability to make choices that allow you to enjoy life – financial freedom.
Key Ingredients
What it takes.
BUDGET
For Present
PLAN
For Future
INSURE
For Unexpected
CONTINGENCY
For Emergency
LITERACY
For Understanding
And how we can help you.
​Tools
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Unified view of personal finances
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Budget Tracking
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Calculators
Key Events
What impacts your Financial Wellbeing.
Rising living cost / inflation
Loss of income
Lack of debt management
Lack of planning
Unexpected Events
Lack of understanding
Side Effects
Well, lack of it, impacts everything.
Emotional wellbeing
Physical health
Relationship breakdowns
Performance at work
Family life
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