Savvy

How it works

Any individual can download the mobile applications for iOS or Android. They can then elect to share their data with their financial adviser via a unique adviser code. This feeds the client cash-flow data into a dedicated web portal for advisers. The mobile app provides a clients with automatic bank feeds and auto reconciliation to minimise administration. The adviser web portal provides an overview of all clients, with filters for family size and geographic location, alerts and in app messaging. Savvy lets advisers identify which clients they should focus their time on, and where their spending issues are.

Category

• Budgeting
• Saving

Type of help

• DIY Tool
• Targeted Advice

Where can I get this?

App Store

Are there any other availability restrictions?

App store: https://itunes.apple.com/us/app/savvy/id1419403370?ls=1&mt=8 Play Store: https://play.google.com/store/apps/details?id=com.ios.savvy Website: www.savvyapp.com.au

Services Offered

Will I learn what type of risk taker I am?

Not Applicable

Will it produce a financial plan?

No

What types of investments are available?

Not Applicable

How many investment portfolio options are available?

0

Where can I invest?

• Not Applicable

Who manages my investments?

Not Applicable

In whose name are investments held?

Is there professional research available on the investment options?

Not Applicable

Will it allow me to trade automatically?

Not Applicable

Will it automatically rebalance my portfolio?

Not Applicable

Will it provide reports on my investment performance?

Not Applicable

Cash management account

Not Applicable

Automated alerts and updates

Not Applicable

Can I access other professional help through this service?

• Financial Advice

On which platform can I use this?

• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• Fast

Will it capture my personal financial information automatically?

No

Will I be asked questions about my situation?

Basic (< 5 questions)

How fast can I get my invested money back?

Not Applicable

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established

Type of customer

• Consumer

Advice stage

Assess My Financial Situation
Review My Progress

What is the minimum amount I have to invest?

Not Applicable

What is the minimum amount I have to be earning?

No minimum

Customer service & support

Is there general financial education information provided?

No

Customer support

• Email

Who do I complain to as a last resort?

• Not Applicable

What it costs

Minimum contract period

No

Free Trial

Yes

Payment method

• Credit Card

Is it legitimate & secure

Trading name

Who owns the company

Scott Farmer

Who runs the business

• Scott Farmer

Date founded

22/11/2018

Number of staff

1

Security & Regulatory Compliance

Will it verify my identity?

No Identification Required

Will it send me a confirmation security number to sign-up?

Yes

Are my records destroyed when I leave?

Yes

Is there detailed documentation about the product?

No

What company holds the financial license?

Not Applicable

Financial Services Guide?

Contact Information

Website

Visit website

Email

Send email

Phone Number

0261520152

Address

Level 1, 70/10 Lonsdale St, Braddon ACT 2612

Social Media