🦁 Kids Money Safari
The Big Five Money Types — a proprietary, child-facing discovery journey with animal archetypes, quizzes and challenges.
Pitch Prototype · v1.0
A financial education ecosystem for children, families, investors and entrepreneurs.
This demo shows how TheFinanceWiz programs can be unified into one academy today — then expanded into dedicated products as the audience grows.
Core Model
Assess → Learn → Apply → Track
💚 Financial Health Check
A five-dimension diagnostic that gives personalised scores and actionable steps — not generic advice.
📈 Investor Growth Lab
Dynamic compound growth projections with dividend reinvestment, a year-by-year table and visual chart.
💑 Couples & Money
A money communication, transparency and wealth-building score — designed to start healthy conversations.
🏢 SME Finance Tools
Pricing, profit and break-even calculators for entrepreneurs — fast, validated and educator-contextualised.
🏡 Family Finance
A Family Money Mission builder for shared goals, values and household financial conversations.
Kids & Money Academy
Big Five Money Safari
A child-facing learning journey that teaches money through five African animal archetypes — each representing a unique money personality and lesson.
Discover Your Money Type
Answer all three questions honestly. Your result is a conversation starter — not a fixed label.
Learning Modules
Core Money Lessons
Meet the Safari
All Five Money Types
Adult Financial Health
Financial Health Check
Rate yourself honestly across five dimensions. You will receive a personalised score, a visual breakdown and specific next steps for your weakest areas.
Couples & Money
Money Compatibility Check
A conversation starter for couples who want to improve how they communicate, plan and build wealth together.
Investor Centre
Growth Lab & Investor Roadmap
Model your contributions, capital growth, dividend income and total return over any horizon.
Investor Foundations
Six core concepts every investor must understand before committing capital.
- Assets vs liabilities — Assets put money in your pocket; liabilities take it out. Build assets first.
- Inflation and purchasing power — Idle cash loses value every year. Your money must grow faster than inflation.
- Risk and diversification — Never concentrate all capital in one asset. Spread exposure across sectors and time horizons.
- What is a share? — A fractional ownership stake in a company. You participate in its profits and growth.
- Dividends and capital growth — Two distinct return streams. Reinvesting dividends compounds your wealth accelerates.
- Building a long-term portfolio — Consistency over timing. Monthly contributions outperform lump-sum speculation for most retail investors.
Local Platform Guidance
How to participate in Zimbabwean and regional capital markets.
ZSE Direct
Zimbabwe Stock Exchange
Open a stockbroker account, complete KYC documentation, fund via RTGS and place orders in ZWL-denominated securities. Best for long-term local equity exposure.
C-Trade
Mobile-First Access
Zimbabwe's digital brokerage platform. Access via mobile app, web portal or USSD — enabling market participation from anywhere with a phone connection.
VFEX
Victoria Falls Exchange
USD-denominated securities listed on the VFEX. Ideal for investors seeking hard-currency exposure without leaving Zimbabwe's regulatory framework.
SME Finance
Business Finance Tools
Simple, validated calculators that turn financial concepts into immediate business decisions. Each tool includes an educator context note.
Pricing Calculator
A price covers your cost plus the profit margin your business needs to survive and grow.
Profit Calculator
Revenue is what comes in. Expenses are what go out. Profit is what stays. Track all three.
Break-even Calculator
The break-even point is the minimum units you must sell to cover all costs before earning any profit.
Why these numbers matter
Many small businesses fail not because they lack customers — but because they never calculated whether each sale is profitable. These three tools answer the three most critical SME finance questions: What should I charge? Am I making money? How many sales do I need to survive?
Next step for your business
- Calculate your actual cost per unit or hour
- Set a minimum markup that covers tax and reinvestment
- Know your monthly fixed costs by heart
- Review profit weekly, not just annually
Family Finance
Family Money Mission
Turn money into a family conversation — not just a source of stress. This tool creates a shared financial statement your whole household can commit to.
Create Your Family Wealth Mission
This is separate from the Kids Academy — it is designed for the whole family, led by parents, and built around your household's unique goals.
Why this matters
Most families only talk about money under financial pressure. This tool makes it a proactive, positive ritual — turning money into something the family builds together rather than argues over.
Parent conversation starters
- What are our three most important family priorities?
- What are we wasting money on that we all agree to stop?
- What could we build or create together to earn extra?
- What would $500 in savings mean for our family?
Product growth path
This module can grow into a full family finance product — with goal trackers, family savings challenges, printable worksheets and a monthly family money meeting guide.
Learning Hub
Content Integration Layer
This is where TheFinanceWiz's existing books, webinars, workshops and challenges will live inside the platform — connecting all assessments to real learning content.
Phase 2 Integration
Ready for your existing content library
Every assessment in this demo already maps to a learning path. In Phase 2, those paths connect to your books, webinar replays, worksheets and coaching programmes. The architecture is already in place.
Video Library
Short financial lessons, webinar replays, coaching segments and story-based explainers.
Phase 2Books & Guides
Previews and companion resources for your published titles — with worksheet downloads.
Phase 2Live Workshops
Booking and replay access for couples finance, kids finance, SME and investor workshops.
Phase 2Challenges
10-day money reset, savings challenge, kids money safari and 30-day family mission.
Phase 2Resource Downloads
Scorecards, action plans, budget templates and printable family mission worksheets.
Phase 2Certificates
Completion certificates for schools, corporates, families and individual learners.
Phase 2Future Roadmap
From Unified Demo to Dedicated Products
This prototype is intentionally unified. Each module is designed so it can become a standalone product as the audience and revenue grow.
1
Pitch Demo — Now
Unified academy with assessments, Kids Money Safari, Investor Growth Lab, SME calculators, Couples module and Family Finance Mission. One URL, zero dependencies, deployable in minutes.
2
MVP Build — 3–6 Months
User profiles and saved results. Progress tracking and streaks. Content Management System feeding the Learning Hub. Completion certificates. Email capture and nurture integration.
3
Dedicated Products — 6–18 Months
Kids Money Academy as a standalone app. Couples & Money as a relationship finance product. Investor Centre with real portfolio tracking. SME Finance as a business tool suite. Each with its own branding, pricing and audience.
4
Scale — 18 Months+
School curriculum licensing. Corporate financial wellness programmes. Financial educator white-label versions. Paid membership tiers. Affiliate and referral infrastructure.
Why build unified first
A unified prototype lets TheFinanceWiz validate the full product vision with one demo, gather feedback from all audience types simultaneously, and build a shared content and identity system before splitting into separate products. It is the most capital-efficient path to validation.
Revenue model evolution
- Phase 1 — Sponsorship, lead generation, speaking pitches
- Phase 2 — Freemium with paid certificates and downloads
- Phase 3 — Product subscriptions per vertical
- Phase 4 — B2B licensing, white-label, corporate contracts