Expert advice for better personal and business finance decisions
Kashflo’s financial advisory service gives you smart, personalised guidance — whether you’re spending, saving, borrowing, or growing your business.
Advisory Services We Offer
Who It’s For
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How it works
1. Set your goals
Whether you’re saving, recovering from debt, or growing a business, you start by selecting your financial goals inside the app.
2. Share your details
Answer a short, guided questionnaire about your income, business stage, spending habits, or financial stress points.
3. Get a tailored plan
Based on your inputs, we generate a structured action plan — with budgeting targets, repayment timelines, or business milestones.
4. Meet an advisor (for eligible plans)
Schedule a 1:1 call or chat with a licensed advisor for deeper review, financial troubleshooting, or business consulting.
5. Track your progress
Your dashboard updates regularly with reminders, plan milestones, savings tips, and optional check-ins.
Testimonials
Don’t just guess. Get a plan.
With Kashflo’s advisory, you’re not alone — you’re informed.