Financial advisory tools
built for New Zealand
Model, Plan & Document
Professional financial modelling with streamlined document generation. Create comprehensive retirement projections and professional client documents seamlessly integrated for New Zealand financial advisers.
Financial Modelling
Powerful retirement planning with Monte Carlo analysis, cashflow projections, and property analysis. Collaborative tools for your entire team with professional client-ready outputs.
Learn more about our modelling capabilities
Document Generation
Streamlined creation of SOAs, TPAs, TOEs, discovery documents and risk profiles. AI-powered text generation with seamless data integration from your modelling work.
Discover our document generation features
Seamlessly integrated: Create financial models and generate professional documents from the same platform data for a complete advisory workflow.
Built by Advisers, for Advisers
We understand the unique challenges of financial advisory in New Zealand. That's why we've built tools that actually solve your daily problems.
Built for New Zealand
KiwiSaver calculations, NZ Super integration, and local tax considerations built right in.
Financial Modelling
Comprehensive retirement projections with Monte Carlo analysis so that your clients can make informed decisions.
Team Collaboration
Work seamlessly with your entire advisory team on client models and relationship management.
High-Level Security
Enterprise-grade encryption and security measures to protect your clients' sensitive data.
Trusted by CFP Accredited Financial Advisers
Join New Zealand financial advisers who are already using Wealthie to deliver better outcomes for their clients.
Get started in minutes
From financial modelling to professional document generation - here's how Wealthie streamlines your advisory workflow.
Build Financial Models
Create comprehensive retirement projections with Monte Carlo analysis, cashflow scenarios, and property analysis for your clients.
Collaborate & Share
Work together with your team on client scenarios, share models across your practice, and leverage collective insights.
Generate Documents
Create professional SOAs, TPAs, and discovery documents with AI-powered text generation using your modelling data.
Ready to get started?
Get professional financial modelling tools or join the Beta. Both designed to transform your advisory practice.
Professional modelling tools • Beta / waitlist • Talk to us!
Ready to transform your financial advice practice?
Join hundreds of financial advisers who are using Wealthie's professional modelling tools to deliver better retirement outcomes for their clients with seamless team collaboration.
Comprehensive modelling for all aspects of your clients' financial lives
Beautiful visualisations that make complex financial concepts easy to understand
New Zealand-specific calculations for KiwiSaver, tax, and NZ Super
Team collaboration - work together with your entire firm seamlessly
Unlimited scenarios to help clients make better financial decisions
Professional tools - Sign up with your team and start collaborating on client models immediately.
Get in touch with our team
Fill out the form below and one of our specialists will contact you to discuss how Wealthie can help your firm.
Join CFP Accredited financial advisers already using Wealthie