Frequently asked questions
Clear answers about what FINERA does, what it does not do and how to get started.
No. FINERA is a financial assistance and financial literacy service. It does not operate as a bank.
No.
No. FINERA helps you plan and manage your finances, but you keep control of your own money and accounts.
Yes. Savings plans are based on your actual financial situation and realistic capacity rather than a fixed income requirement.
Yes. FINERA can create plans around goals such as emergency savings, school fees, business capital, travel, major purchases and other personal financial objectives.
Yes. Many FINERA services can be provided remotely.
Yes, subject to location and appointment arrangements.
Yes. FINERA offers business planning, financial projections and market and industry analysis.
FINERA can provide guidance and assistance with digital banking setup and navigation, subject to the requirements of the relevant financial institution.
FINERA focuses on financial education, planning and assistance. Any regulated investment, securities or other regulated financial activity would only be provided where legally authorized and appropriately licensed.
Yes. Client financial information is treated with discretion and confidentiality.
Contact FINERA to request an initial consultation and explain what financial goal or service you need.
Still have a question?
Send us a message and we will answer it, or book an initial consultation to talk through your goal.