School Pilot Information Pack
A Private, Voluntary Financial Workbench Learners Can Keep
WealthWiseSolution gives South African learners a practical place to explore money questions at their own pace. Schools introduce the opportunity; learners choose what is useful; educators do not assign, mark, or inspect personal financial work.
The Opportunity
Fill an important practical gap without adding schoolwork
Financial decisions begin before many young people feel prepared for them. WealthWiseSolution connects clear South African financial-literacy content with tools learners can revisit through first work, saving, business, tax, insurance, and family life.
Open a no-sign-up fictional money scenario to see the learner experience without entering personal information.
Self-directed
No fixed lesson sequence, compulsory completion, assignments, grades, or rankings.
Practical
Learners can use fictional examples first, then decide whether to save personal information in their private account.
Low educator workload
WealthWiseSolution provides platform guidance and normal support; educators are not expected to teach or troubleshoot the tools.
Useful beyond school
The same workbench remains relevant through tertiary study, employment, entrepreneurship, and adult family life.
Product Boundaries
What the pilot is, and what it is not
- Voluntary exploration rather than a structured school course.
- Educational information and calculators, not personal financial advice or product recommendations.
- Private learner workspaces, not a teacher monitoring dashboard.
- Fictional demo scenarios for walkthroughs, not requests for real learner finances.
- Agreed preparation, safeguarding, support, and exit steps before a real pilot starts.
Proposed Pilot Journey
Seven controlled steps from evaluation to continuation
1. Discover
Review this overview, the privacy explanation, the student journey, and the public tool catalogue.
2. Evaluate
Attend a 30-minute walkthrough using fictional allowance, first-job, saving, and small-business scenarios.
3. Prepare
Agree the age range, communication, consent, support, dates, safeguarding, incident handling, and success measures.
4. Introduce
Use approved age-appropriate material to make learners aware of the optional workbench.
5. Support
Learners use standard help channels; the school is not responsible for teaching or technical support.
6. Learn
Use voluntary feedback and only approved privacy-preserving aggregate signals if measurement is later implemented.
7. Continue
Learners keep their individual accounts, while interested adults can independently explore individual or future family access.
Platform and Tool Catalogue
One workbench for today's questions and tomorrow's responsibilities
Difficulty labels guide discovery but do not restrict access. Learners can move between introductory explanations and advanced planning tools when curiosity or real life makes them relevant.
Everyday foundations
Budget planner, savings goals, emergency-fund planning, and net-worth tracking.
Debt and major decisions
Debt payoff, vehicle finance, and home-loan calculations.
Work, tax, and business
SARS PAYE, capital gains tax, and business-health exploration using current reviewed rules where applicable.
Long-term protection
Retirement, risk profile, insurance-needs, disability, estate-duty, and liquidity planning.
Privacy and Safeguarding
Preparation comes before participation
- Learners may use fictional examples instead of real personal figures.
- Schools do not receive individual financial or learning activity.
- Any future aggregate adoption reporting must use minimum group-size thresholds and exclude financial values.
- Consent language, retention, support, incident escalation, and account continuity must be agreed before launch.
- Minor participation requires final legal/privacy approval and age-appropriate guardian and learner communication.
Responsibilities
A pilot agreement should make ownership clear
| WealthWiseSolution | Participating school | Learner |
|---|---|---|
| Platform operation, approved orientation material, normal support, privacy controls, and incident escalation. | Approved communication, safeguarding coordination, consent prerequisites, local contact, and voluntary positioning. | Chooses whether and what to explore, uses fictional or personal examples, and keeps login details private. |
School FAQ
Questions to settle before a pilot
Does this create work for educators?
No assignments, marks, completion targets, or teacher financial dashboards are part of the proposed pilot. The school introduces the opportunity while WealthWiseSolution supports normal platform use.
Can the school see learner finances?
No. Schools do not receive individual income, expenses, assets, liabilities, goals, calculator results, uploaded documents, or content choices.
Must learners enter real information?
No. Demonstrations use fictional scenarios, and learners may explore with fictional amounts. They choose whether to store personal figures in their own account.
What happens when a learner leaves school?
The intended model is an individual account that remains useful after school. Final pilot account-continuity and cancellation terms must be agreed before participation begins.
How is participation by minors handled?
It is not yet approved. A reviewed school and guardian consent process, age-appropriate notices, safeguarding responsibilities, retention rules, and incident handling are release gates.
What does a pilot cost?
No school price, discount, trial, or implementation date is promised by this information pack. Commercial terms will be documented only after approval.
What reporting does a school receive?
No individual reporting. Any future pilot measurement must be agreed in advance, exclude financial values, suppress small groups, and use privacy-preserving aggregate signals only.
How are questions or incidents handled?
Each pilot must name WealthWiseSolution and school contacts, support boundaries, escalation steps, and an exit route before learners are invited.
Next Step
Start with a no-obligation evaluation discussion
Tell us about your organisation and role. We will use the information only to respond to the enquiry under the current privacy and consent terms.