Kids & Money Academy
Big Five Money Types, child-facing lessons, quizzes, challenges and parent notes.
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
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.
Family Finance
Family Money Mission for shared goals, habits and household financial conversations.
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.
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.
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
Profit Calculator
Break-even Calculator
Family Finance
Family Money Mission
A simple planning tool for parents and children to turn financial literacy into a shared household action plan.
Create A Family Wealth Mission
This is separate from the Kids Academy because it is for family discussion, not only child learning.
Why this matters
Families often talk about money only when there is pressure. This tool turns money into a planned conversation.
Parent conversation prompts
What are our priorities? What should we stop wasting money on? What can we build together?
Future product path
This can grow into a dedicated family finance module with goal tracking, family challenges and printable worksheets.
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.