Our solutions
The right workspace for your role.
FinEQ connects private financial planning, qualified support and responsible programme insight. What you can see and do depends on why you are here.
Inside FinEQ
A useful view for every next step.
Explore three examples of the tools inside the platform.
See your month clearly
Plan income and outgoings, record amounts as they happen, and compare saved months.
Explore personal tools
BudgetIllustrativeMy money
Monthly budgets
Income
R 18 000
Planned outgoings
R 13 400
Planned balance
R 4 600
Track what happened
Planned categories
Illustrative screens based on current features. Actual values and access depend on your account and role.
Individuals
Make sense of money, one step at a time.
Build a private financial picture, plan month by month and ask for help when you decide it would be useful.
Explore this solutionDebt counsellors
Support more people with clearer case work.
Coordinate enquiries, assignments, appointments and consent-led client support from a practice workspace.
Explore this solutionCompanies
Offer support without seeing personal finances.
Give employees a private place to learn and plan, while your team sees eligible group-level programme measures.
Explore this solution