Big Five Money Safari with badges and challenges.
Prototype platform
Turn TheFinanceWiz programs into a scalable digital academy.
This demo brings together kids financial literacy, personal finance scorecards, couples money assessments, investing tools and SME finance calculators in one tab-based platform.
Budget, savings, debt, investing and goal readiness.
User inputs drive projections, charts and year tables.
Pricing, profit and break-even planning.
Pitch summary
TheFinanceWiz already teaches different audiences: children, individuals, couples, investors and SMEs. This platform packages those programs into a digital academy that can support workshops, coaching, webinars, books, challenges and premium memberships.
Phase 1
Static MVP with working calculators and assessments.
Phase 2
User accounts, saved progress, certificates and admin panel.
Phase 3
Premium courses, community, webinars and family accounts.
Kids & Money Academy
Big Five Money Safari
Real money lessons wrapped in animal characters children can remember: money as a tool, needs vs wants, saving, goals, entrepreneurship, giving and investing.
Personal finance
Financial Health Score
Answer the assessment and receive a score with practical recommendations.
Love & Money
Couples Money Assessment
Measure communication, transparency, planning, budgeting and investing alignment.
Investment Centre
Growth Lab
Investors enter their own figures. The app calculates contribution growth, capital growth, dividend income, total portfolio value, CAGR, yield on cost and year-by-year projections.
Total growth curve
Portfolio value
Contributions
Cumulative dividends
Year-by-year projection
First-time investor roadmap
- Learn the basics: Understand shares, dividends, risk, inflation and diversification.
- Choose access: Explore ZSE Direct and C-Trade. Beginners can start by learning the interface before funding.
- Prepare KYC: ID, proof of residence and personal details.
- Fund account: Use available payment options such as bank transfer or mobile money where supported.
- Create watchlist: Study companies before buying. Avoid WhatsApp hype.
- Buy first share: Start small, track why you bought, and review monthly.
Business finance
SME Finance Tools
Simple tools for entrepreneurs: pricing, profit, break-even and business health.
Business Health Score
Future upgrade: track cashflow discipline, pricing confidence, record keeping, customer pipeline, debt exposure and owner salary.
Content hub
Learning Hub
A central place for videos, webinars, books, challenges, worksheets and certificates.
Webinars
Love & Money, Reset Your Finances, Investing for Beginners, SME Automation.
Books & PDFs
Host workbooks, guides, worksheets, family money checklists and challenge trackers.
Challenges
10-day reset, 7-day Love & Money, Kids Money Safari, 30-day savings challenge.