Lyfeguard & Finova Money Partnership

Lyfeguard, a pioneering SaaS fintech company, has joined forces with Finova Money, a forward-thinking financial advisory firm. This strategic partnership will integrate Lyfeguard's innovative platform into Finova Money's advisory services, transforming the way clients experience financial planning and wealth management.

Key benefits of the Lyfeguard platform for Finova Money's clients:

• Enhanced Digital Legacy Planning: Clients can easily share crucial personal and financial information with loved ones, ensuring a seamless transfer of assets and knowledge in the event of their passing.
• Inclusive Financial Planning Tools: The platform empowers clients to actively participate in their financial planning journey, fostering a deeper understanding of their financial landscape and enabling them to make informed decisions.
• Personalised Wealth Management: By leveraging Lyfeguard's advanced analytics and insights, Finova Money's advisors can deliver highly personalised wealth management solutions tailored to each client's unique needs and goals.

Finova Money's Commitment to Client-Centric Service:

Finova Money is renowned for its transparent, fixed-fee structure that challenges the traditional AUM fees in the industry. This partnership with Lyfeguard reinforces their dedication to providing clients with essential, high-quality services without unnecessary costs.

The Future of Financial Advisory

The integration of Lyfeguard's technology represents a significant step forward in the evolution of financial advisory services. By combining cutting-edge technology with personalised advice, Finova Money is setting a new standard for client-centric wealth management.

This partnership is poised to revolutionise the way financial advisors engage with their clients, empowering them to take control of their financial future and build a lasting legacy.

Fraser Stewart, CCO at Lyfeguard, said: 

“Finova Money’s pioneering approach to financial advice, with its commitment to fairness and transparency, resonates deeply with our core values at Lyfeguard. Together, we are poised to enhance the way financial services are delivered, creating a future where technology and personalised financial planning empower individuals and families across generations. 

“We are immensely proud to stand alongside Finova Money, a company that is as dedicated as we are to making financial management accessible, efficient, and tailored to the needs of every client.”

Scott Millar, Co-founder of Finova Money, added, 

“Joining forces with Lyfeguard aligns perfectly with our vision of modernising financial planning. The essence of financial planning is all about empowering people to work towards and accomplish their goals while supporting them to stay on track. From the first time we used Lyfeguard it was clear it had been designed to empower clients to take control of every aspect of their personal finances. We believe partnering with Lyfeguard will fundamentally enhance our clients outcomes.”