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Sidekick Money vs Delphina: Financial Planning

How Sidekick Money's investment-only approach compares to Delphina's comprehensive 30-year financial planning

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Financial Planning Capabilities

Sidekick Money

No comprehensive financial planning
No 30-year projections
No scenario planning
No retirement planning
No what-if analysis
Cannot tell if you are on track

Delphina

Complete financial planning
30+ year projections
Comprehensive scenario planning
Full retirement planning
What-if modelling for life changes
Know exactly if you are on track

Financial Planning Features

FeatureSidekick MoneyDelphina
30-Year Financial ProjectionsNoneFull Projections
Retirement PlanningNoneComprehensive
Scenario What-if AnalysisNoneFull Modelling
Know If On TrackNoYes
Complete Financial PictureInvestments OnlyAll Accounts
Personalised GuidanceProduct Info OnlyTailored Advice

Why Financial Planning Matters

Investment Platforms (Sidekick Money)

Focus on managing your investments without visibility into whether those investments will actually get you to your goals.

- Just shows portfolio returns

- No context for your goals

- Cannot tell if you are on track

- No retirement date planning

- No scenario modelling

Complete Planning (Delphina)

See your complete financial picture and know exactly where you stand and what you need to do to reach your goals.

- 30-year financial projections

- Know if you are on track today

- Retirement date planning

- What-if scenario modelling

- Personalised next actions

Know where you actually stand

Sidekick Money shows returns. Delphina tells you if you are on track for your goals and what to do next.

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