Protect · the More tab
Cover the gaps before life finds them.
Health, life, vehicle and contents cover with renewals. Loans and credit together. A yearly 4-question risk review that gives you a profile, not advice.
- Cover types4
- Risk questions4
- Next reviewin 12 monthsexample
What is inside
Three things Protect does, on real screens.
Insurance and loans are in Free. The Annual risk review is part of Pro.
See it move
What it feels like, in motion.
A real flow replayed with example figures. Nothing here is an app screen; the screens above are the real ones.
Upcoming reminders
In design
Protection, with the gap named.
The redesign calls out the cover you are missing, keeps the emergency fund next to it, and turns the annual risk review into four questions.
- Insurance floor with the missing cover called out
- Emergency fund and cover before the holdings
- Annual risk review as a filter for market notes
Design preview from the redesign in progress. Layout and copy can change before it ships; figures are examples.
- Design preview
Insurance floor with the missing cover called out
- Design preview
Annual risk review, four questions
- Design preview
Grow: emergency fund and cover before holdings
Where it fits
Built for stage 4, useful from stage 1.
The insurance floor is one of the two milestones that unlock stage 4, Building Wealth.
- First Job
- Getting Stable
- Growing
- Building Wealth
- Big Commitments
Questions
About Protect.
What does the risk review decide?
A profile: conservative, balanced or growth, from 4 questions. It filters what you see. It never recommends an investment.
Which insurance types are supported?
Health, life, vehicle and contents, each with insurer, annual premium and renewal date.
Are loans counted in net worth?
Yes. Loan balances are what you owe, shown against your assets on Home and in the planner.
