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 the app today
Protection, with the gap named.
Insurance lists every policy with its cover, premium and renewal month, and calls out the cover you do not have yet. The emergency fund sits beside your holdings on Grow, and the annual risk review is four questions.
- Every policy with its cover, premium and renewal month
- The cover you do not have yet, called out
- The annual risk review, four questions, part of Pro
Real screens from the app, captured on 23 September 2026 from a demo household. Names and figures are examples.
Grow: net worth, one question at a time
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.
