Case study · Buzz Financial Planning
A financial plan that answers in ages
Every year of a client's money is modelled to age 100 with the tax worked out, then run against 2,000 market paths. Each answer comes back as an age the client can picture.
Example figures from a Financial Plan, as shown on the live home page.
Three jobs in a business owner's money
The accountant
Knows the business to the penny. Files the accounts and the tax, and reports what happened last year.
Buzz Financial Planning
Works out whether the money lasts, what breaks it, and which decisions move the answer.
A regulated adviser
Gives a personal recommendation on a product, once the client knows what to ask for.
The accountant knows what the business made, and a regulated adviser can recommend a pension. The question a business owner lies awake with sits between the two: does the whole thing work, and what happens if something goes wrong?
The free calculator
The age the money runs out, from eight numbers
“Will my money last?” asks for eight numbers and gives the age the money runs out, or says that it does not. It works entirely in the browser.
The result sits beside a booking link and the Financial Plan, as well as the option to keep the result by email. Someone who has just watched their money run out at 78 is the most interested visitor on the site.
Contents
- Every year to 100, with UK tax worked out
- Whether it works, across 2,000 market runs
- What breaks it, priced in years
- The decisions that move the answer
- The ninety days that follow
- Every assumption, printed
Illustration, drawn from the Plan's description on the site.
What a client buys
One written document for £1,500
The Financial Plan is a single document the client keeps. Its own checkout runs in Buzz OS. Ongoing planning follows at £49 a month for clients who want the projection re-run as life moves.
Before any of that, the Healthcheck connects a bank account read-only and sorts the last few months into real spending. It costs nothing.
Planning tells the client whether the money lasts. Choosing a product is regulated advice. Where a client needs a recommendation, they are introduced to Equity & General (FCA 474163), the authorised firm, and any commission is disclosed before the introduction.
Every enquiry reaches a person
- 1
An enquiry
Comes in from any page: the free projection, a booking link or the Plan itself.
- 2
A drafted reply
Buzz OS receives it and drafts a first reply for someone to check.
- 3
A person sends it
Someone checks the draft and sends it. Each step to a sale is measured in Google Analytics.
Nine long-form guides sit behind it, each with its own sign-up so a reader's interest is known.