Scenario refresh and history

Before you start

• The group's client file has been updated with the latest income, spending, balances and ages.
• You know which scenario you want to refresh and whether it is used by an issued SOA or Strategy Brief.

Where to find it

• In the app: Scenarios → create a scenario → Use existing scenario as default → Use updated details.
• With the assistant: Dashboard → Ask Wealthie, mention the group with @ and ask it to refresh the scenario or show its history.
• For an issued document's figures: open the document in its editor → Refresh figures.

What a refresh updates

• Updated: current ages (which moves the start of the working and pre-retirement periods), salaries, pre-retirement spending, savings, KiwiSaver balances and contribution rates, fund balances (matched by fund name), property values and single mortgage balances (matched by title).
• Kept: periods, return settings, life events, goals, additional items and post-retirement spending.

Refresh by creating an updated copy (in the app)

1. 1

   Step 1: Start a new scenario for the group

   Follow Create a scenario and give the new scenario a clear name, such as “2026 – Status quo”. Duplicate names are blocked.
2. 2

   Step 2: Choose the existing scenario as the starting point

   Turn on Use existing scenario as default and pick the Existing scenario.
3. 3

   Step 3: Decide whether to use updated details

   • Use updated details on: will update the scenario with current income, expenses, assets and age data.
   • Use updated details off: creates an exact copy of the existing scenario with the original data.
4. 4

   Step 4: Create and review

   Open the new scenario and compare it with the original before using it in advice.

Refresh with the assistant

1. 1

   Step 1: Ask what would change

   Ask the assistant to refresh the scenario from the client file. For one of your existing scenarios it first returns a preview of what would change.
2. 2

   Step 2: Choose the original or a copy

   You can refresh the original or ask for a refreshed copy under a new name. A copy is safer when the original has been presented to the client or used in a document.
3. 3

   Step 3: Confirm

   The original changes only after you give an explicit yes. In the in-app assistant this also appears as an approval card unless your preferences allow scenario edits without one.

View history and restore an earlier version

1. 1

   Step 1: List recent changes

   Ask the assistant for the scenario's recent saved changes. It lists who made each change, when, and which fields changed, whether in the planner or by the assistant.
2. 2

   Step 2: Preview the restore

   Choose a change to undo. The preview restores the scenario to how it was before that change, which also undoes everything after it, and shows results now compared with after the restore.
3. 3

   Step 3: Confirm

   The restore applies after your explicit yes. Scenario roles are not changed.

What you should see

• A scenario that reflects the latest client-file figures, with your events, goals and settings intact.
• Where you chose a copy, the original scenario is unchanged.

What is saved or sent

• Refreshes and restores change saved scenario data. Nothing is sent to the client.
• Scenarios used by an issued document cannot be changed. Refresh or edit a copy instead.
• An issued document keeps the figures it was issued with. For an issued SOA or Strategy Brief that is not yet out for signing or signed, Refresh figures in the editor re-runs the scenarios it uses and saves new frozen figures for the client to see.
• Once a document is out for signing or signed, its figures are locked. To change it, use Revise issued document, which creates an editable draft and leaves the issued document unchanged.

If something goes wrong

The scenario cannot be changed because it is used by an issued document

This protects what the client has seen. Copy the scenario and make changes to the copy.

Refresh figures shows “Locked: this document is out for signing or signed.”

Revise the issued document to create a new draft, then refresh or regenerate from the draft.

A fund or mortgage did not update

Funds are matched by name and mortgages by title. Check the names match between the client file and the scenario, or update the item in the planner.

I restored the wrong version

A restore is recorded as a saved change. Ask the assistant to list the recent changes again and restore to the point before your restore.