Tabs Overview
The Wealthie financial modelling platform is organised into comprehensive tabs that cover every aspect of retirement planning. Each tab focuses on a specific area of financial planning, from basic personal information to advanced scenario modelling.
These tabs work together to create a complete financial picture, with data flowing seamlessly between different areas to provide accurate projections and insights for retirement planning.
Personal Tab
Foundation settings for retirement modelling including demographic information, partnership status, and New Zealand Superannuation eligibility.
Income Tab
Primary employment income, additional income streams, flexible income periods, and tax-efficient income structuring options.
Expense Tab
Essential living expenses, discretionary expenses, flexible expense periods, and frequency options for comprehensive expense management.
Savings Tab
Cash reserve management, automatic savings percentages, one-off contributions, and emergency fund planning.
Investment Tab
Multi-fund investment platform with up to 5 different funds, customisable returns, risk levels, and allocation strategies.
KiwiSaver Tab
Individual KiwiSaver accounts, employer matching, government contributions, consolidation strategies, and retirement planning.
Property Tab
Property valuations, growth projections, mortgage management, rental income, and property purchase planning.
Goals Tab
Financial goals with specific amounts, timeframes, priorities, and intelligent goal implementation based on success rates.
What If Tab
Life event modelling including trauma, redundancy, death benefits, disability, inheritance, recession, and maternity leave scenarios.
Misc Tab
Calculation parameters, Monte Carlo simulation settings, inflation assumptions, confidence intervals, and graph display controls.
Tab Integration
All tabs are interconnected and work together to create comprehensive financial projections. Changes in one tab automatically update calculations and projections throughout the entire system, ensuring consistency and accuracy across all financial planning scenarios.