Retirement modelling thatthinks like an adviser
An AI agent ingests the full client picture, runs Monte Carlo projections on a New Zealand-native engine, and drafts the Statement of Advice — all wired straight into your CRM and documents.
▸ Ingesting client profile · KiwiSaver · property · debt
▸ Applying NZ tax brackets + NZ Super eligibility
▸ Running Monte Carlo · 10,000 market paths
▸ Optimising drawdown across 8 scenarios
✓ Projection ready · drafting Statement of Advice
Success rate
0%
Peak net wealth
$0.0M
Scenarios
0
From client data to Statement of Advice
The Wealthie agent runs the whole modelling pipeline end to end — you stay in control, reviewing and adjusting at every step.
Ingest
Client profile, KiwiSaver, property & debt pulled from CRM
Reason
Agent applies NZ tax brackets, NZ Super & contribution rules
Model
Monte Carlo over 10,000 market paths on the NZ engine
Optimise
Drawdown & scenarios ranked for the best client outcome
Draft SOA
Statement of Advice generated, ready to review & send
Ask in plain English. Get a re-modelled answer.
Pose a what-if the way you'd say it to a client. The copilot re-runs the full projection on Wealthie's New Zealand engine and explains the impact — with the numbers to back it up.
+$0k
Balance at 65
0%
Success rate
−0yr
To retirement
Cashflow, property, probability — covered
Every part of a client's financial life feeds the same projection, so the numbers always reconcile.
Cashflow analysis
$0K
Income
$0K
Expenses
$0K
Net
0.0%
Savings rate
Monte Carlo
10,000 market paths simulated
Property
0
Properties
$0.0M
Value
$0.0M
Equity
Unlimited scenarios
Compare strategies side by side — each re-runs the full model and ranks by plan success.
A calculation engine that speaks NZ
Not a US calculator with the currency swapped. Tax, KiwiSaver, NZ Super and ACC are modelled natively — and re-run every projected year.
Progressive tax brackets
Every dollar taxed at the correct NZ marginal rate, recalculated each year.
KiwiSaver rules
Employee, employer and government contributions, with PIR-aware returns.
Mortgage calculations
Amortisation, offset and lump-sum scenarios across multiple properties.
Investment volatility
Asset-class-specific return distributions feeding the Monte Carlo engine.
Models that flow through your whole practice
Client data flows from the CRM into the model, and finished projections flow straight back out into compliant documents — no re-keying.
CRM
- Client profiles & goals
- Assets, debts, KiwiSaver
- Auto-synced on update
Modelling engine
- NZ-native projections
- Monte Carlo & scenarios
- Agent-driven reasoning
Documents
- Statement of Advice
- Branded client reports
- One-click generation
Ready to transform your financial advice practice?
Join financial advisers who are using Wealthie's agentic modelling tools to deliver better retirement outcomes for their clients with seamless team collaboration.
Comprehensive modelling for all aspects of your clients' financial lives
Agentic workflow that drafts the Statement of Advice while you stay in control
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
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