Pocket Wealth Planner is a financial planning tool that consolidates users' banking transactions, insurance policies, and investment portfolios to provide personalized financial advice and timely product recommendations. It aims to bring financial planning online through data consolidation, cash flow management features, and a recommendation engine. The tool has over 12,000 downloads and around 4,000 active users in Singapore, Hong Kong, Indonesia, Malaysia, and Thailand. It connects to 42 financial institutions and is led by co-founders with experience in wealth management and insurance, along with advisors from finance, technology, and marketing backgrounds.

1. 1
Pocket Wealth Planner

2. 2
Financial planning process
Product recommendation
Goals planning
Money management
Data consolidation

3. 3
Problems
Financial products are going online, but financial planning isn’t.

4. 4
Our Solution
Data consolidation
Link to demo Link to download app
Consolidate banking transactions, insurance policies,
investment portfolio
Cash flow management
Banking transactions are auto-categorised; Users can set
budget to manage spending
Financial advice
Users get personalised advice based on their data
Product recommendation
Timely financial product recommendations provided to
users based on their data.
A holistic financial management tool
Categorisation
of data
Customer
segmentation
Personalised
user insights
Faster buying
process
Personalised
product
recommendation

5. 5
Banks
Insurers
Investments
Data flow
Financial
Portal
Insurance
Investments
Loans
Referral
Products
Instant and personalised
recommendation
Recommendation
engine
Action
Our Solution

6. 6
Current accomplishments
33 Bank
Connections
Singapore - 10
Hong Kong - 9
Indonesia - 6
Malaysia - 3
Thailand - 4
Vietnam - 1
6 Insurance
Connections
Singapore - 6
● Prudential
● AXA
● Aviva
● AIA
● Great Eastern
● NTUC
3 Investment
Connections
Singapore - 3
● Fundsupermart
● Aviva
● Autowealth
l
Connections built in house
Connections provided by our partner (Salt Edge)
42 connections to financial institutions

7. 7
12,000 downloads and ~4000 active users with minimal
advertising
Since the launch on 1st July 2020
Regular content creation and content share with other
reputable bloggers
Blogs, Medium and Telegram
Social media engagements
Instagram, Telegram, cross-brand marketing
Current accomplishments

8. 8
Awards and recognition
Link
Link
Link
Link

9. 9
Co-Founder
Kenneth Wang
CFA Level III
NUS BBA Finance
AI Singapore Engineer
Previously Wealth Management, SCB
Co-Founder
Wang Cherie
CHFC, CLU
NUS BBA Marketing
Pristine track record since 2010
Customer base of 600 clients
10-time MDRT qualifier
Team
Founders

10. 10
Team
Freelancers, ready team
SEO and Content Writer
Shen Lee
Lead Developer
Than Pham
20 years experience in mobile
app development
Front-end Mobile Developer
Vu Thanh
Content Writer
Nicole Friets
Content Writer
Melissa Yeo

11. 11
Technology Advisor
William Tam
BA UC Berkeley Economics
Former finance, private equity
Co-founder of series A startup
Expertise in startup
technology
Media and Comms Advisor
Victoria Ho
Executive Director, SCMP
Enterprise tech senior journalist:
TechCrunch, Business Times, Nikkei
Branding and UI Advisor
Sharon Yar
20-year veteran at Integrated
Advertising and Communications
Nike, VW, Sony, Levi’s, Chivas Regal
Team
Advisors

12. 12
Planner Bee is a way smarter, way faster, independent personal planner.
It’s AI-driven so it adapts to fit exactly you.
cherie@plannerbee.co +65 9188 6567 https://www.plannerbee.co/
Thank you!