TheFinanceWiz Digital Academy

Pitch prototype v0.9

A financial education ecosystem for children, families, investors and entrepreneurs.

This demo shows how TheFinanceWiz programs can be organised into one academy now, then expanded into dedicated products later.

Model Assess → Learn → Apply → Track

Kids & Money Academy

Big Five Money Types, lessons, challenges, parent notes and family mission.

Financial Health Check

Clear multiple-choice assessment with score meaning and action steps.

Investor Growth Lab

Dynamic growth projections, dividend assumptions and year-by-year table.

Couples & Money

Money communication, transparency, planning and wealth-building score.

SME Finance Tools

Pricing, profit and break-even calculators for entrepreneurs.

Future Expansion

Dedicated apps for kids, couples, investors, entrepreneurs and schools.

Kids & Money Academy

Big Five Money Safari

A child-facing learning journey that teaches money through animals, stories, challenges and entrepreneurship.

Kids Academy Progress

3 of 5 starter lessons complete in this demo.

✓ Money is a tool
✓ Needs vs wants
✓ Pay yourself first
○ Junior entrepreneur
○ My first investment

Family Money Mission

What are we saving for? What habit should we improve? What small business idea can we try? What goal should we reach this year?

Discover Your Money Type

Choose the answer that sounds most like you. The result is a conversation starter, not a fixed label.

Adult Financial Health

Financial Health Check

A diagnostic tool that makes the 1–5 score clear through behavioural descriptions.

Couples & Money

Money Compatibility Assessment

A conversation starter for couples who want to improve communication, transparency, planning and wealth-building habits.

Investor Centre

Growth Lab & Investor Roadmap

Model contributions, capital growth, dividend income and total return.

Initial investment ($) Current value today ($) Monthly contribution ($) Projection years Annual capital growth (%) Starting dividend yield (%) Annual dividend growth (%) Dividend handling

Investor Learning Path

Assets vs liabilities
Inflation and purchasing power
Risk and diversification
What is a share?
Dividends and capital growth
Building a long-term portfolio

Local Platform Guidance

ZSE Direct

Open an account, complete KYC, fund the account and buy listed securities.

C-Trade

Use mobile, web or USSD access to participate in local markets.

VFEX

Learn the basics of USD-denominated investing and long-term portfolio thinking.

SME Finance

Business Finance Tools

Simple tools for pricing, profit and break-even conversations.

Pricing Calculator

Cost per unit ($)Markup (%)

Profit Calculator

Revenue ($)Expenses ($)

Break-even Calculator

Fixed costs ($)Price per unit ($)Variable cost/unit ($)

Learning Hub

Content Library Structure

A placeholder showing how her books, webinars, workshops and challenges could live inside the platform.

Videos

Short lessons, webinar replays and financial tips.

Books

Personal finance book previews, worksheets and companion resources.

Workshops

Couples finance, kids finance, SME finance and investor education programs.

Challenges

10-day money reset, savings challenge, kids money safari and family mission.

Resources

Downloadable worksheets, scorecards and action plans.

Certificates

Future completion certificates for schools, corporates and families.

Future Roadmap

From Unified Demo To Dedicated Products

This prototype is intentionally unified. Each module can later become a dedicated product.

Phase 1 — Pitch Demo

Unified academy, assessments, kids safari, growth lab and SME tools.

Phase 2 — MVP

User profiles, saved results, progress tracking, certificates and content management.

Phase 3 — Dedicated Apps

Kids Money Academy, Couples & Money, Investor Centre and SME Finance can split into separate products.

Phase 4 — Scale

Schools, corporates, financial educators, paid memberships and white-label versions.