Financial Health Check
Understand your starting point, spot the areas that need attention and choose a useful first action.
Your Buzz workspace
See your financial plan and next steps in one place.
The Buzz Money Coach Platform brings together your Financial Health Check, roadmap, actions and coaching conversations, with a smoother move into regulated advice when you need it.
What you can do
Keep your financial journey connected.
See the work you have done, the actions you have agreed and what needs to happen next.
Financial Roadmap
Keep your goals, priorities, milestones and agreed actions together in one clear view.
Secure information
Provide the information needed for coaching or regulated advice through a secure client journey.
Move from coaching to advice
With your permission, relevant information and priorities can move into the advice process without making you start again.
One joined-up journey
Get clear. Make a plan. Take the right next step.
Health Check & coaching
Roadmap & priorities
Regulated advice
Actions & progress
Platform connection
Ready to connect to the live Buzz Money Coach Platform.
This website demo is prepared for the live sign-in, Financial Health Check and referral journey.
Until the production links are confirmed, visitors will stay on this page instead of being sent to an unavailable service.
Ask where to start →