Wealthwise... for Financial Advisors

Wealthwise is an online software tool for Financial Advisors. If you are a Financial Advisor and wish to access the software please contact us on demo@wealthwise.co.nz

If you are a client who is interested in the Wealthwise Financial Report please contact your local Financial Advisor or us here at info@wealthwise.co.nz

What is Wealthwise?

Wealthwise is a unique software system that can combine the financial advice from different professional talents, into one easy to follow recommendation report for clients, making it easier for your clients to get the total advice and financial clarity they need. The advice covers:

Bank Account Structure & use
Credit Card Structure & use
Debt management and reduction – both short & long term, and both personal & investment debt
New financial risk assessment – as times get tough clients NEED to be covered for the 'what ifs'.

The recommendation report combines the above information and details your:

Client current position
Client potential position
Recommendations and improvements that can be made and a view of the clients financial position if those changes were made
An action plan – setting out what needs be completed and by whom.

Does the Recommendation Report help?

We hear from clients all the time that they are under some form of financial stress:

know they could do things better, but just don’t know what
would love to reduce debt faster, but don’t know how
believe they have too much or not enough financial risk cover, but no idea how to assess it
would love to create wealth, but can’t see how

The Wealthwise Recommendation Report is the starting position. In most cases it becomes very clear to the client and Advisor upon completion of the initial free assessment that the client can do things better!!

Is this a budget?

When most clients think of money management, they think budgets and run a mile in the opposite direction!!!

Client feedback about budgets was;

they don't need one
to time consuming to set up
electronic tracking systems were to onerous for coding, and not something they would follow long term
and more...

Wealthwise was created & developed in conjunction with clients, and their requirements which were;

Wanted a bank account structure that works
Interested in how improvements could be made to money flow
Would like clarity between personal and rental investments money flow
Would love to have a surplus to be used for debt reduction
Would like a structure that can be followed now and in the future

Wealthwise is all about setting up improved bank account structures, creating improved 'Money Flow' through the accounts, and creating a surplus that will be used to achieve ones goals. More importantly once a client’s financial foundation is set up they won't need to track, itemise or spend a lot of time thinking about it!