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InvestCues Money Circles

Shared stage. Shared questions. Personal decisions.

People with a similar profession, life stage or goal learn together through a structured programme. Each person's financial advice remains personal.

Start a Money Circle ↗See how a circle works →
What is this money being asked to do?

The programme idea

Treat the cohort as one room—
not one portfolio.

The group shares

  • A curriculum and common questions
  • Scheduling and facilitator access
  • Anonymous needs assessment
  • Worksheets, tools and group milestones
  • Follow-up clinics and WOW editions

The group does not share

  • Pooled money or a common portfolio
  • One personalised recommendation
  • Members' private financial information
  • Performance rankings or return promises
  • Informal treatment as a corporate advisory client

How a circle works

  1. 01

    Define the cohort

    Profession, institution, life stage or shared decision.

  2. 02

    Listen privately

    A pre-programme survey gathers themes without exposing individual finances.

  3. 03

    Learn together

    Three to six structured sessions, worksheets and decision frameworks.

  4. 04

    See the pattern

    An anonymous cohort snapshot shows common gaps and questions.

  5. 05

    Ask privately

    Office hours create room for sensitive questions.

  6. 06

    Choose the next step

    Individual advisory for qualified members; tools, WOW and nurture for others.

Launch circles

Specific rooms.
Specific financial realities.

01

Retired government officers

Pension to Plan Circle

Pension adequacy, medical reserve, spouse protection, inflation, property, nominations, will and inheritance.

A pension creates income. It does not automatically create a complete retirement plan.
02

Teachers & women school staff

Teacher Money Circle

Salary, EPF/NPS, emergency independence, children, ageing parents, career breaks, home loans and retirement.

You plan children's futures every day. Who is helping you plan yours?
03

Women at work

My Money. My Call.

Financial ownership, career transitions, ESOPs, marriage, motherhood, parental care, inheritance and retirement.

Your income is visible. Your financial independence should be too.

Personal advice remains personal

Education can be shared. Suitability cannot be copied.

When personalised investment advice is appropriate, each member follows the applicable individual agreement, KYC, risk-profiling, suitability, consent and fee process.

Bring a circle to my organisation ↗