The cost of refinancing your home loan
19th December 2024
2C Helen Street,
Mount Gambier SA 5290
About your Wealth Report
About your Wealth Report
How we use Wealth Central
New to Your Wealth Matters? Use Wealth Central to complete your profile and obtain an obligation-free, Wealth Report, providing you with insights such as your estimated Super projections, insights into your home and how your wealth compares with other people your age, and much more.
Wealth Central is an interactive solution offering an engaging platform to build your personalised financial profile and data-rich insights, enabling us to provide you with the best advice and service possible.
For existing clients, some of the features include a Client Dashboard – providing an instant overview on your financial position; a Digital Fact Find – allowing you to keep us updated with any relevant changes to your situation; Wealth Review – creating an instant report on your complete financial position; and a Document Vault – a highly secure digital location for the uploading and storage of your documentation, which can be accessed by your advice team.
How to complete your Wealth Report
Know where you stand
Wealth Report is a one-stop shop for understanding your financial situation
We’ll crunch the numbers on what your home is worth, how much tax you pay, what your insurance needs are, and more. We’ll give you a single, overall picture of your finances.Project your future
Use Wealth Report’s industry-leading modelling to project your future.
Can you afford that new home? Do you have enough for those rennovations? Will private school fees push you into the red? Are you ready for retirement? How much pension will you receive?
Assess your goals
Explore multiple ‘What if’ scenarios for the years ahead.
What if interest rates go up? What if you cut back on expenses? What if you retire early? What if the government removes the Age Pension? What if you receive an inheritance?
Let us do the maths
Other sites ask you to fillout lots of different calculators;
Superannuation calculators, mortgage calculators, pension calculators. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life.Secure and private
You can feel confident your information remains confidential and secure.
The site owner, Wealth Central Pty Ltd, ABN 158 016 258 uses the same encryption and physical security that the big banks use to protect your details. We are unable to view your personal information unless your select the option to allow a qualified financial adviser from our team to view your data and contct you to discuss the outcomes.
Immediate response
Wealth Report delivers your personalised report immediately.
There’s no waiting around in fact. Wealth Report lets you preview how your report is shaping up before you’ve finished entering your information. Wath how your report grows.