FAQS
What is Transfigr?
Transfigr is a personal financial management app that uses cutting-edge technology and real-time data to create dynamic financial plans that grow with you. Built from your data, your numbers and the goals that actually matter to you – it puts your financial future in your hands.
How does it work?
Get started with our Financial Health Check to receive a current snapshot of your finances. We use this information to help build your unique financial profile in our app portal. Log in any time to access your profile, update information, track and measure goals, complete courses and discover new tools.
What makes Transfigr different from traditional financial planning?
Traditional methods of financial planning are usually slow and expensive, with an average cost of $3,960. We believe that financial planning should be for everybody, that’s why we created a more accessible and affordable option.
Is it just generic financial advice?
We're qualified to provide personal financial advice tailored to your best interests. With our licensed expertise, you get trusted recommendations designed to help you make confident, more informed decisions about your future.
How much does it cost?
We offer three types of plans: Basic, Premium and Priority. Our Basic plan is free, Premium is $29 +GST per month and Priority is $150 +GST per month.
What’s included in the Basic plan?
The Basic plan is great for those getting started. It includes access to Foundation Courses, Goals App (Create a Budget, Buy Insurance), a narrow range of tools and email support.
What’s included in the Premium plan?
Need an upgrade? Our Premium plan includes access to Intermediate and Advanced Courses, complete access to our Goals App and full suite of tools, plus email support.
What’s included in the Priority plan?
Our Priority plan is for those who want the full experience of Transfigr. It includes access to Intermediate and Advanced Courses, complete access to our Goals App and full suite of tools, plus the support of dedicated Money Coach to help build your financial plan.
What is the Financial Health Check?
A free and confidential online assessment of your financial wellbeing in six key areas: Cashflow, Debt, Investment, Risk, Retirement and Estate Planning. It takes only 10 minutes and once complete, receive a personalised report with a clear plan to move forward.
Are you licensed to give financial advice?
We have over 25 years of financial planning experience and are licensed to give advice. We are the holders of Australian Financial Services Licence No. 700151.
Is my financial information safe?
Yes, it’s safe. We are xx certified, the international standard for information security. Read more here.
Can I talk to a real person?
Our Priority plan includes support with a dedicated Money Coach who will help you build your financial plan. If you need support, you can contact us at help@transfigr.com or use the form below.