Discovery
Advice clients can follow.
A broker’s needs analysis should start a conversation, not bury it in forms. We redesigned Discovery’s FNA tool so advisers can build the plan live with clients, making it shared ground instead of paperwork.
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Advice clients can follow.
A broker’s needs analysis should start a conversation, not bury it in forms. We redesigned Discovery’s FNA tool so advisers can build the plan live with clients, making it shared ground instead of paperwork.
Understood. Trusted. Covered.
The Discovery FNA, designed by SuperUltra, turns the actuarial maths behind a financial plan into something clients understand, so they trust the cover it recommends.
A client sits down with you, their adviser, and in one meeting their whole life has to become a plan.
But the FNA is one long form, too detailed to work through with the client in the room.
So you skip parts and finish it later, on your own, away from the client.
The client only sees the result, not how you got there. Only 1 in 10 followed the FNA's recommendation.
Adviser insight before the rebuild
retirement planning
retirement modeller
client the full FNA
shown visually
What if the plan looked less like a form and more like a life?
A plan you can picture.
Built live, with the client. As they talk through their life, the adviser draws the plan on screen, so they understand it and trust what it recommends.
Services provided
