Financial literacy doesn’t have to be boring or confusing. But in most cases, it is. We want to break and mould, shake things up and do things differently.
Pyggy was created by two ex-mortgage brokers, now financial planners, Tash and Sarah. They intimately understand the world of mortgage broking and advice, including the challenges that come with the job. They had an epiphany to create a financial education product that would transform lives. Here’s how!
A combination of informative learning and interactive engagement (with side dishes of fun) Pyggy makes the world of money enjoyable, illuminating and empowering, giving everyday people (aka your clients) the financial toolkit they need to succeed in life.
The knowledge Piggy provides prepares them to have more productive financial conversations, equipping them to make better financial decisions. The result…it transforms their life, and their bank balance.
As an adviser or mortgage broker, Pyggy is more than a powerful learning tool. Here’s how it can change your life:
Fulfils your compliance obligations (specifically around the provision of financial education)
Provides impressive additional value to your advice offering
Drives client satisfaction and retention
Saves bucket loads of time explaining the same financial concepts, over and over again
Pyggy’s financial content is structured into topic-specific packs (or classes) that can be distributed to your clients in a flash. These packs feature a range of clips that discuss financial concepts. Not only can your clients re-watch clips as often as they like, but they can even show them to their family and friends!
If you’re ready to work smarter, not harder, whilst expanding the financial know-how of your valued clients, then look no further.
Tash Hibberd is an experienced financial planner and mortgage broker with over 10 years’ experience in the industry. She is passionate about educating and sharing her wealth of knowledge with others.
Tash is a savvy business entrepreneur and coach, believing every enterprise requires firm processes to ensure an exceptional client experience. She is an executive board member at Haven Wealth Partners and has a Graduate Diploma in Financial Planning.
Sarah Miller has dedicated more than 10 years to helping everyday Australians achieve their home ownership goals. As well as transforming the financial trajectory of her clients, Sarah has also taught hundreds of families how to better manage their household finances through effective decisions and well-structured systems, enabling them to live more financially secure, comfortable lifestyles.
Sarah has committed innumerable hours as a mortgage broker and financial planner, providing individualised instruction in the basics of finance.
Our vision is a world where everyone has the knowledge they need to make the most informed financial decisions, optimising their wealth trajectory.
Our vision is a world where everyone has the knowledge they need to make the most informed financial decisions, optimising their wealth trajectory.
Copyright @2024. All Rights Reserved.