WealthWise gives investors in Australia, New Zealand and Singapore a complete picture of their wealth across every entity they own — SMSF, KiwiSaver, CPF, trusts, companies and personal — in one intelligent dashboard.
Free forever · No card required · Built in Australia
Total Net Worth
$2,708,700
↑ $124,300 this quarter
SMSF
$1,142,000
↑ 6.2% pa
Family Trust
$876,500
↑ 4.8% pa
Company
$234,000
↑ 3.1% pa
Personal
$456,200
↑ 5.4% pa
30-Year Wealth Projection
Crossover: 2031Properties
14 Oak Street
$285K3/8 Beach Road
$310K22 Elm Ave
$420KWho It's For
You have a SMSF or KiwiSaver, a family trust, a company and personal investments. No consumer app understands that structure — WealthWise was built for it.
Most tools treat property as an afterthought. WealthWise models real estate properly — equity, debt paydown, rental yield and growth rate per property.
You're self-directed and financially literate. You want to run scenarios, model purchases and see your retirement crossover date — on your own terms.
What It Does
See your complete net worth across personal, SMSF, trust and company structures — consolidated and broken down by entity.
Per-property growth rates, rental yield, debt paydown and equity tracking. Not a rounding error in someone else's model.
Year-by-year wealth projections across all entities. Adjust assumptions with sliders and watch the model update in real time.
See exactly which year your passive income meets your lifestyle target — including SMSF drawdown, rental income and dividends.
Model a new property purchase in any entity. WealthWise applies the correct funding rules — including LRBA restrictions for Australian SMSFs.
Compliance guardrails built in. SMSF cross-collateralisation is prohibited automatically. LRBA bare trust warnings included. KiwiSaver and CPF assets tracked separately in projections.
How It Works
Add your SMSF, trust, company and personal structure. WealthWise understands how each one works.
Add properties, shares, super and liabilities. Your net worth dashboard populates instantly.
Model purchases, adjust growth assumptions, find your retirement crossover year. Your personal family office is open.
Pricing
The free tier is genuinely useful — not a crippled trial. Run a full portfolio for one entity, forever, at no cost. Upgrade when your needs grow.
Free
Forever free. No card required.
Pro — Early Adopter
Locked in for life.
Standard rate is $10/month after 153 spots are gone.
Cancel anytime
Early adopter pricing is locked in for life — the price will never increase as long as your subscription is active. Once all 200 spots are taken, new subscribers pay $10/month.
| Feature | Free | Pro |
|---|---|---|
| Entities | 1 | Unlimited |
| Projections & retirement modelling | ||
| Budget tracker | ||
| Progress / pulse tracking | ||
| Scenarios | — | |
| Portfolio sharing with advisors & family | — | |
| AI wealth assistant | — | |
| Price | Free | $5/moEarly adopter |
FAQ
No trial. No countdown. The free tier is yours to keep. When your portfolio outgrows one entity, 153 early adopter spots are still available at $5/month — locked in for life.
Free forever · No card required · Cancel Pro anytime