Adviser Innovation logo
Adviser Innovation logo
Advisor Inovation logo
Former NAB execs launch cloud-based advice system

Former NAB execs launch cloud-based advice system

author image
By elaina ·
September 04 2015

Former NAB execs launch cloud-based advice system

Two former NAB executives have released a cloud-based advice system directed at individuals who don't have an adviser and want to track their wealth.

Former NAB execs launch cloud-based advice system
nestegg logo

Michael Clancy and Donald Hellyer have rolled out BigFuture.com.au. In a statement, Mr Clancy said the new service targets the "80 per cent of Australians who do not use financial planners."

"Some people just aren't sure where to start. BigFuture can help this large group of Australians learn how to manage their wealth," he said.

According to the statement, the service provides a single place for members to view their total wealth, including superannuation, bank accounts, term deposits, managed funds, property and loans.

It also offers educational videos as well as a "sophisticated planning model" for members to see how much they will need to save for retirement.

Advertisement
Advertisement

In addition, BigFuture is free to use for most people and will offer affordable paid premium services for those with "large numbers of investments or complex needs," the company said.

Mr Hellyer, who is chief executive of the company, said: "BigFuture aims to democratise wealth management, providing individuals with a means to take control of their wealth."

"We believe if you can learn how to drive your car you can learn how to manage your money," he said.

Join the debate to improve the issues that surround affordability and accessibility within the advice industry at ifa’s brand-new event, ifa Future Forum.

Join your peers to uncover game-changing industry solutions to pave the way for solving the problem of accessibility and affordability. Utilise your extensive knowledge to formulate ideas and help futureproof advice. Register your free place now! ifafutureforum.com.au

Forward this article to a friend. Follow us on Linkedin. Join us on Facebook.
Find us on Twitter for the latest updates

Subscribe to our Newsletter

We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians

Your email address will be shared with nestegg and subject to our Privacy Policy

latest articles