Co-Founder. Chief Strategy Officer
CurrentWealth Wizards' founding purpose is to make expert financial guidance and advice affordable and accessible to all. Its vision is a future where everybody in society has digital access to jargon-free expert financial help, 24/7, supported by qualified human experts when required.The Company’s end to end technology platform allows forward thinking organisations to automate regulated and compliant customer journeys to engage, advise and execute on everyday financial planning decisions that improve financial wellbeing and deliver good outcomes.The Company’s customers are financial services organisations, intermediaries and employers responding to the desire to access and engage with mass market consumers and employees within a regulated framework in a cost effective and user-friendly manner.