Pocket Adviser

Pocket Adviser: Personalized Financial Guidance for Achieving Your Goals

What is Pocket Adviser? Pocket Adviser is a platform designed to provide personalized financial advice and planning to help individuals achieve their financial goals. Unlike generic financial tools, Pocket Adviser tailors its advice to your unique financial situation, goals, and risk tolerance.

How does Pocket Adviser work?

1. Goal Definition: You start by defining your financial goals, whether it's buying a home, planning a holiday, saving for a new car, a wedding, education, or retirement.
2. Financial Assessment: Pocket Adviser gathers information about your current financial situation, including income, expenses, assets, and liabilities.
3. Custom Financial Plan: Based on your goals and financial assessment, Pocket Adviser generates a custom financial plan outlining the steps you need to take. This includes how much to save and which investments to make.
4. Ongoing Advice and Support: Pocket Adviser provides ongoing advice and support, adapting the plan to changes in your life and market conditions.

Key Features and Benefits

• Personalized Guidance: Tailored to your unique financial situation, goals, and risk tolerance. No more one-size-fits-all solutions.
• Goal-Oriented Approach: Helps you stay on course to achieve your financial goals by tracking your progress.
• Transparent, Rules-Based Model: The advice is generated by a transparent, rules-based financial model, ensuring trust and reliability. No AI hallucinations.
• 24/7 Support: Always available to help you navigate uncertainty and make informed decisions.
• Comprehensive Approach: Brings together all aspects of your financial journey, eliminating guesswork.
• Educational Resources: Provides a blog with articles on stock market basics and financial planning topics.

Why is Pocket Adviser important?

Pocket Adviser addresses the financial advice gap, where rising cost of living and falling advisor numbers create a need for accessible and affordable financial guidance. By automating the advice process, Pocket Adviser makes it easier for individuals to stop stressing and start achieving their goals.

How to use Pocket Adviser?

1. Join the Waitlist: Sign up on the Pocket Adviser website to join the waitlist.
2. Define Your Goals: Tell Pocket Adviser about your financial goals.
3. Provide Financial Information: Share details about your current financial situation.
4. Receive a Custom Plan: Get a personalized financial plan with clear steps to achieve your goals.
5. Track Your Progress: Monitor your progress and receive ongoing advice and support.

Existing Solutions vs. Pocket Adviser

What users are saying?

• "I was struggling to save for a home deposit, but Pocket Adviser helped me create a plan and stay on track." - Sarah, 28
• "I never understood investing before, but Pocket Adviser made it easy to understand and get started." - John, 35

Get Started Today

Ready to take control of your financial future? Join the waitlist for Pocket Adviser and start achieving your financial goals today!