You don’t need to be a savvy investor to join the WLTH movement. We cater to everyone – from the Uni students needing budgeting assistance to support their latte lifestyles, to high net worth investors with complex corporate structures. WLTH is for everyone, our platform and user options allow anyone to use it to the capabilities they require.
WLTH is the first financial management platform that seamlessly handles all of your assets and liabilities in one all encompassing portal.
Give guest access to your financial strategist, planner or advisor! Have an accountant, real estate agent, property manager, finance broker, solicitor or bookkeeper? Select what they can view or assist in managing and populating data for you.
Say farewell to tedious time consuming spreadsheets! WLTH creates instant budgets around your spending by tapping into live feeds from your banking institutions. We put you in control, with the ability to set limits across multiple categories while automatically sorting and filtering your transactions. See and track where your money is being spent, and personalise your transactions with tagging to reflect your lifestyle. If you want to monitor how much that avocado toast addiction is really costing you, WLTH allows you to set up automatic reporting.
Our unparalleled platform utilises live feeds from bank institutions, RP Data, Redbook and ASX among others, providing WLTH users unique access to unmatched real time accuracy.
WLTH allows you to tag and filter transactions as tax items, upload receipts and add documents, making tax time a breeze. Alternatively, let your accountant do the heavy lifting by allowing them to access your account - the end of financial year just got easier.
Set and receive notifications. Develop and monitor a multitude of goals. Use the goal calculator to visually watch your money grow and stay on track to achieve your targets quicker. Understand your opportunities and the power of the correct finance structure with numerous financial calculators available to use on the platform.
Throw away the filing cabinet. Forms are automatically completed for you where possible. Get super organised by uploading important documents. From receipts, wills, contracts, tenancy agreements, depreciation schedules, the list goes on. Safely store them directly to your platform so you’ll never misplace an insurance policy again.
Live data feeds track your property portfolio performance. It’s easy to grow your portfolio, using the new property tools. Track your equity, cash flow, savings targets and monitor your performance, to get you closer to growing your portfolio.
Send a request to your property manager to integrate your property. This will assist you to receive rental statements, documents and receipts uploaded online. You’ll also have access to unique property tools to help you manage your property more efficiently.
Review your financial priorities and receive a custom action plan! We partner with WLTH approved firms – linking you with top industry professionals who can provide personalised advice on how to maximise the potential of your finances.
Know the current market valuation and performance ratings of your vehicle/s. Let us help you determine whether to hold, sell or upgrade your current vehicle/s.
Ever wonder what your current super balance is and whether it’s performing? From an industry fund to an SMSF, we will assist you to monitor how your retirement structures are working for you.
WLTH lets you electronically sign any documents that require quick turn around time – storing any of these critical documents to the platform! We are entering a paperless society ladies and gentleman.
WLTH gives a clear snapshot display of your net worth (total assets minus total debt). At the end of each calendar month, the platform automatically charts your wealth allowing you to gauge how you’re tracking!