Hello there! Welcome to Moorr, your ultimate money management platform, designed to work seamlessly on both mobile and the web.
You’re here, which means you’ve just requested a free initial consultation with Empower Wealth or are about to do so. Empower Wealth is the sister company of Moorr. In fact, our very first version of the Moorr platform started off as an Excel spreadsheet at Empower Wealth back in 2009!
Moorr has since evolved to what you see at the moment, but it is still actively serving as a financial platform for all Empower Wealth clients due to all the amazing and useful insights that it offers.
So, are you ready to embark on an exciting journey to set up your brand new Moorr account on your trusty laptop or desktop?
Buckle up because we’re about to dive into a world of financial empowerment and convenience. Let’s kickstart this thrilling journey!
At Moorr, we take pride in ensuring that your onboarding experience is as smooth as a summer breeze. To give you a sneak peek into what awaits you, we’ve got some helpful screenshots lined up.
Before you start, here are some tips:
Ready to take a peek? Just click on the arrow icon, patiently waiting on the right side of each screenshot, and let’s embark on this visual journey through the onboarding process together!
Step 1: Once you’ve requested a free appointment with Empower Wealth, you’ll be redirected to Moorr, our secured online platform, to create a free account. We strongly recommend using high-level and complex passwords to enhance security. Simple text, numbers, and birthdays of yourself, partners, or family members should be avoided. We recommend passwords to include:
Step 2: Take a moment to review the Terms & Conditions. Once you’re comfortable, tick the checkbox to agree and proceed.
Step 3: Your account is now activated—congrats! Let’s ensure we have your correct contact details. Start by filling in your name and contact information.
Step 4: Next, you’ll complete a short checklist. This helps our advisors understand your primary reason for the meeting, ensuring they focus on what matters most to you.
Step 5: You’ll see a brief quiz about your “Big Rocks in the Jar.” We highly encourage you to complete this—it’s a great way to clarify what’s most important to you.
Step 6: Now, let’s gather some basic information. Who’s in your household?
Step 7: What’s your living situation? Just a few more details to go!
Step 8: Finally, share your birthday. This helps us recommend the best strategies based on your age.
Step 9: That’s it for your household details! Now, we begin the real exploration. On the next page, you can start adding your assets—property, accounts, vehicles, etc. Just click the “Add” or “+” button to begin.
Step 10: Next, it’s time to outline your borrowing story. This will give you a clear picture of your current net position. We’re only asking for top-level details at this stage.
Step 11: Now, it’s cashflow time! Let’s start by adding your income details.
Step 12: Next up are your expenses. Choose the relevant ones for you.
Step 13: On this page, you’ll bulk edit your expenses. We know this can feel a bit confronting, but it’s a powerful tool for tracking your annual surplus, setting goals, and gaining clarity on your cashflow. Take your time—remember, you can always edit or update your expenses later.
Step 14: You’ve now completed your basic information on Moorr—well done! Now for the exciting part: exploring the tailored charts and graphs. They’re interactive, so feel free to play around. If you need to edit anything, just click on “MyFINANCIALS” to update your information.
Adding card is simple! Just click on the + button and follow the prompts. And remember, the better the data that you input, the richer the insights that you’ll get. If you’re not sure how to add a Card, all good! We’ve got you covered in this How to Blog here: How to Create a New Financial Card >
Congratulations on completing your onboarding journey! 🎉 Now, you’ve unlocked a treasure trove of insights and features, all at your fingertips. But wait, there’s more – you can take Moorr with you on your mobile device!
Simply download our mobile app and supercharge your financial prowess. To make it even easier for you, just scan the QR code below with your smartphone, and voilà, the app is yours.
Now, what’s next? Here’s a roadmap for your financial adventure:
Spend money on the things you want without guilt and save for the future with confidence. You can have the best of both worlds. Achieve more, with Moorr
So much to realise & gain,
nothing to lose.
Onboard with your hopes,
dreams & finances.
Start planning & living your
Lifestyle-by-Design.
*It’s 100% free. No Strings Attached.
So much to realise & gain,
nothing to lose.
Onboard with your hopes,
dreams & finances.
Start planning & living your
Lifestyle-by-Design.
*It’s 100% free. No Strings Attached.
Let's Stay Connected
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