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Unveil Financial Potential
In Your Personality
In Your Personality
With a simple quiz, you get a clear snapshot of your financial health
and personalized steps to maximize your economic well-being.
and personalized steps to maximize your economic well-being.
More info
How it works
1
Initial evaluation
Complete a quick and secure questionnaire to obtain your financial health score.
2
Detailed analysis
Our advanced system analyzes your responses, identifying strengths and areas for improvement.
3
Personalized report
You receive a detailed report with your score and personalized recommendations for managing your finances.
4
Professional consulting
Access specialized consulting to enhance your financial plan.
Clear vision
Understand exactly where you stand with your finances and what steps you need to take to improve your situation.
Total control
Take control of your budget, debts, savings, and investments.
Efficient planning
Plan your financial future with confidence and the right resources.
Continuous support
You benefit from support and advice from our experts throughout your financial journey.
Benefits of financial assessment
Features and benefits
Detailed: We use a well-structured set of questions to cover all aspects of your financial life.
Advantage: Through this comprehensive assessment, you gain a complete picture of your current financial status and growth potential.
Advantage: Through this comprehensive assessment, you gain a complete picture of your current financial status and growth potential.
Innovative: Algorithms process your responses to produce an accurate financial health score.
Advantage: You benefit from data-driven analysis, providing a solid foundation for future financial decisions.
Advantage: You benefit from data-driven analysis, providing a solid foundation for future financial decisions.
Unique: Each report is tailored to align with your unique financial goals and situation.
Advantage: You receive a personalized action plan that helps you prioritize and act efficiently to improve your finances."
Advantage: You receive a personalized action plan that helps you prioritize and act efficiently to improve your finances."
User-Friendly: Our platform is intuitive and easy to navigate, even for beginners.
Advantage: You experience a stress-free assessment and learning process, allowing you to focus on improving your financial health."
Advantage: You experience a stress-free assessment and learning process, allowing you to focus on improving your financial health."
Protected: We ensure the highest security standards to safeguard your personal data.
Advantage: You can rest assured knowing that your information is safe and treated with the utmost confidentiality.
Advantage: You can rest assured knowing that your information is safe and treated with the utmost confidentiality.
Investment methods that align with your risk profile and objectives.
You will gain:
A financially healthy lifestyle through improved spending habits and savings.
Confidence in managing your personal finances.
Peace of mind knowing you're on the right path to financial security.
How to balance your budget to achieve your short-term and long-term goals.
More advantages
You will gain:
Strategies for reducing debts and increasing savings.
About us
Our Passion, Your Financial ExpertiseAt Finergy, we believe that everyone deserves to have control over their financial situation, regardless of income or prior financial knowledge. Our mission is to make personal finances easy to understand and accessible to all.
Our TeamOur team consists of personal finance experts, data analysts, and technology developers working together to provide you with the clearest and most effective financial management strategies. We take pride in the diversity and specialization of our members, bringing a wide range of perspectives and innovative solutions.
Experience and InnovationWith over 100 years of combined experience in the financial and technological field, our experts have developed a financial health assessment system that utilizes advanced algorithms and artificial intelligence to personalize your financial recommendations. We understand that personal finances are just that – personal, and we tailor advice to each client's unique situation.
Our CommitmentOur commitment is to you, our client. Our goal is to educate, empower, and support you on your financial journey, providing tools and resources to make the best decisions for your financial future.
Our VisionOur vision is one where every individual has the power and confidence to achieve their financial aspirations. We are committed to expanding access to financial education and providing solutions that support financial independence and well-being.
Our clients love us
FAQ
The Financial Health Score is a numeric indicator that reflects the current state of personal finances, based on factors such as income, expenses, debts, savings, and investment behavior. It is used to assess and improve personal financial management.
Your score is calculated using a sophisticated algorithm that analyzes your responses to our detailed questions. This process takes into account income, expenses, debts, savings, investments, and financial goals to generate a personalized score.
The security of your data is of the utmost importance to us. We utilize advanced encryption technologies and adhere to all data protection laws to ensure the confidentiality and security of your personal information.
We offer a free assessment of the financial health score, which includes basic recommendations.
You will receive personalized recommendations based on your financial health score and specific goals. These may include strategies for saving, investing, debt reduction, and budget optimization.
No, our platform is designed to be accessible and easy to understand, regardless of your level of financial knowledge. We provide clear explanations and step-by-step guides for all our features.
By following personalized recommendations and advice from our experts, along with regularly monitoring and adjusting your financial behavior, you'll be able to gradually improve your financial health score.
We're here to help! You can contact our customer support team via email, live chat, or phone, and we'll be more than happy to answer any questions and provide additional assistance.
Contact us
Finergy Tech is always in touch, to answer your questions
Digital Solutions
for financial products
for financial products
Chisinau, 31 August 1989, 60
+373 (69) 002 773
