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FINANCIAL PLANNING MADE EASY
Smart Wealth Technology helps you build your wealth journal and financial plan. Then sit back and let our tech monitor your financial plan and let you know when you need to take action. Now that's Cleva!
Start by understanding your financial position
When you understand why you are where you are, it certainly makes getting to where you need to be a whole lot easier. And we have the skills and tools to help you do just that.
An immediate review & goal setting with your coach
A Cleva coach will review your financial position and goals to give you a plan and actions to follow.
Tick off goals & actions
Your coach will break down the steps you need to take towards your goals, no agenda, no BS, just the right help personalised for you.
Connect with your coach when you need them
Just like having a personal trainer helps you get physically fit, having a money coach helps you get financially fit. And you’ll even have access to your coach when it suits you – perfect for those big decision moments.
Money Coach
Get that extra help and advice you need from a money coach, a personal trainer for your money.
Video Chat
Talk to your coach when you want to from the comfort of your own home. Choose your coach and get personal face to face advice through video chat.
Messaging
Ask questions, get advice and stay on track with direct messaging to your coach.
Customised plan
Together with your coach, we will build a perfect plan for you, one that is easy to follow and understand.
Pay As You Go
You only pay for the help you need, no hidden charges, no agenda. You pay only for what you need.
No agenda
We have no agenda and don't get paid for the products we advise, always working for you and your future.
