Welcome to the world of interactive advice
This is where the traditional world of advice meets the new world of financial advice.
It’s an online visual experience designed to help you see, manage and work towards achieving your goals with the guidance of an adviser. We begin the digital advice process through your client portal by getting key info from you.
Your client portal is where your WealthMap, goals and financial strategies are explored and brought to life with your adviser.
Here at Pure, we believe your goals should be more than just lines on paper. We believe your life goals should be something you can see and understand so you can enjoy the pursuit of a goal and celebrate the milestones along the way.
We bring goals to life.
visual | interactive | co-creation | intuitive
Let’s dig a little deeper
Stefano Duro – Our principle adviser & co-founder:
Digital interactive advice with an adviser is what the SpaceX & NASA launch crew were to Bob & Doug when launching into space and off to the International Space Station (ISS). Your financial plan is like the rocket. Before launching, the team conduct a deep investigation into how they can achieve the goal working withContinue reading “What is digital interactive financial advice?”
How does it work?
Interactive financial advice
Get started by creating your client portal, called your WealthMap. This is where you begin your interactive discovery process by entering key details, goals and financial info. One your details are entered, we book an online goals based conversation with an adviser to see if we’re a good fit.
Bring your goals to life
You can add goals such as planning a wedding, buying your first home, travelling around Australia, sailing the Caribbean waters or climbing mount Kilimanjaro with Wim Hof and we can rate the level of importance later.
You can add goals with a pic or a video to create a vision for your goal.
Discover more about your goals with our Goals Questionnaire here
Pure interactive experience
Here at Pure, our goal is to make advice more meaningful and transformative by engaging you with your vision for the future.
You will engage with your adviser online to discuss your goals and future needs. We will view your future outlook with possible outcomes and scenarios to paint the ‘big picture’ with a plan to get you there.
Together, we discuss goal importance and evaluate a combination of trade offs including the likelihood goal achievability over time. We use smart tech to to visualise your wealth journey in the short to long-term.
Track & optimise.
Through your WealthApp, you can view your details anywhere, anytime, and receive updates and reminders to keep you on track.
The WealthApp brings together your financial world, from cashflow and net worth, to investments, spending plans – and it’s all at your fingertips. Interactive, intuitive and a great way to staying motivated to your goals.
Goals under management
To help you along your evolving wealth journey, we’ve designed ongoing membership packages to support, review, service and track goal achievability success over time.