My Financial Journey

App Overview

“My Financial Journey App” is a Financial Health and Wellness App that was created to assist consumers with managing their personal finances better and efficiently. The App objective is to get you on the journey to financial freedom and it is easier to use as it empowers individuals to be more proactive when it comes to their personal finances.

App Functionality

The App consists of nine sections: Dashboard, Credit Report, Personal Budget, My debts, Financial Coaching, My Financial Goals, My Documents, FAQ’s and Profile. Some of the options are still in development and they will be added as we further improve the App to be fully automated for your convenience.
1. Dashboard – This part displays your credit score; Budget Analysis; My Financial Goals and Credit Report Overview.
2. Credit Report – This displays your detailed credit score and all your accounts. You can also dispute your credit information and a credit report guide.
3. Budget – This is where you do your budget for the month and it saves the budget for each month you have done your budget.
a. In future you will be able to compare your month to month budget.
b. You will also be able to email your budget as a PDF document.
4. My Financial Goals – This tab is used to plan for your financial goals. Depending on what you need to achieve, you can select a financial goal and be able to plan and measure how far you are with your goals.

App Security

The App is highly secured, and it requires authentication with your email
address and it will also send you a one-time pin (OTP) at registration and
when you login. The App cannot be accessed if you are using a private
email address, only work designated email will be validated. Your
password must be kept a secret all the times and it must not be shared
with anyone as the credit report is only accessed by yourself.

Notifications

Users will receive regular push notification for news updates, App
upgrade and more. The email notification will ensure that users are kept
up to date with all the changes that will be made on the App.

About “My Financial Journey™”

Finwell operates “My Financial Journey™”, a Comprehensive financial
wellness programme that seeks to provide relevant tools for
individuals to manage their personal finances effectively.
“My Financial Journey ™” is a financial health and wellness Programme
that supports individuals across various areas of financial well-being,
through access to various financial expertise. It provides essential skills
and knowledge to navigate out of common financial challenges.

Benefits

• Empowering individuals with proper personal financial
management skills.
• Individuals have access to a financial education and
guidance workshops at your workplace.
• Providing awareness on the social ills of being overindebted.
• Engage with individuals with Financial Wellness
activities. i.e. Wellness days.
• Addressing current financial problems stemming from
inappropriate financial decisions through education
and proactive financial wellness programme.

We look forward to seeing you financially free and Happy. Sincerely,

My Financial Journey Team