The Behavioral Insight Pocket Adviser
Add Behavioral Insight to your Personal Financial Management
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Start Your Financial journey by better understanding how the various aspects of Age, Goals affect your Personal Finances.
Tax Advisor
Good Tax Management is the key to Wealth accumulation. Start by determining your potential Tax Liability may be, get the potential liability optimized and enable alerts for updates of filing dates and amounts.
Target Date
All successful endeavors start with a Pre determined timeline, choose your Target date Goal, naming your capital situation and when you want to get that achieved, we will show you how to get there.
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Enhance your Personal Financial Management with Tools designed to enable you better manage your Finances.
Investment Statement
Keep track of your holdings, performance and tips on Re balancing these portfolios including Tax Loss Harvesting and many others.
Financial IQ Test
Discover your knowledge gaps on the most critical personal financial management issues Risk Diversification, Inflation, Interest, Savings Income.
1.
FREE Initial Behavioral Insight Report. Gain Insight into your Behavioral Bias and make better money decisions by avoiding bad money habits.
2.
Budgeting and Cash-flow Support
How much money will i need in 3 Months time - forecasting.
How do i save for that new phone.
3.
A Human Advisor You can talk To and Bounce Your Ideas Off - "What do u think of Shares" "I want to startup a Business, what do i need to know".
"All Your Personal Financial Advise on the GO"
Gain Insight into Your Behavioral Bias and Make Better Money Decisions by Avoiding Bad Money Habits and Adopting Good Money Habits.
FREE INITIAL PLAN
Gain Insight into your Behavioral Biases through the Initial Behavioral Insight Report.
POCKET SIZE TAX ADVISER AND MANAGER
Tax is the most expensive item however, a good and efficient Tax Management plan can be very rewarding in building Wealth faster.
HUMAN ADVISOR
Get on going support with your key financial decisions Debt Vs Savings, Investments Choices
BUDGETING AND CASH FLOW PLANNING SUPPORT
Gain valuable knowledge with practical tool for Budgeting, Cash flow Planning, Estate and Investment Planning Tools.
TRACK, MONITOR AND CATEGORIZE YOUR EXPENSES ON THE GO
Maintain your Lifestyle but gain spend insight making you a better money manager. Create Auto Goal instructions and take advantage of Compound Interest
CONSTANT UPDATES
Rules change all the time, keep updated while on the Go, Income Tax Rates, Investment Insights, Filling Deadlines
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Lets Add Clarity To Your Personal Financial Management
Cactus Financial Wellness Program
3 Months BUNDLE - Renewable
Designed for those that wish to polish on their financial affairs; primarily through Tools, over the 3 months period your designated Financial Planning Coach will guide your Financial Conversation on SPENDING - (Budget Assistant), EMERGENCIES - (Emergency and Insurance Assistant), PENSION BENEFITS AND INVESTMENTS - (Income Assistant).
Duration: 90 Days
Price: $15/ UGX 55,000
6 Months BUNDLE - Renewable
Designed for those that wish to Master their financial conversations, over the 6 months period your designated Financial Planning Coach will guide your Financial Conversation on DAILY MONEY MANAGEMENT, TAX COMPLIANCE AND ADMINISTRATION AND LONG-TERM FINANCIAL PLANNING in addition to SPENDING, EMERGENCIES, PENSION BENEFITS AND INVESTMENTS.
Duration: 180 Days
Price: $25/ UGX 100,000