wealth central

80% of Australians dont have a financial plan. Wealth Centrals mission is to change that. We believe all Australians should have the opportunity to prosper financially. Unfortunately most people find the idea of wealth planning too overwhelming, so that is why we are creating a better and more engaging financial planning solution. By placing the consumer at the centre of the advice and planning experience, leveraging our expertise in technology and CX design, we are revolutionising the way consumers engage with their finances. Bringing together all elements of the wealth journey into one engaging digital environment, not only enables the consumer a single view of their finances and an ability to make informed decisions, it also provides advisers with an understanding of their clients position and needs - before the initial meeting. Our suite of tools enables advisers to reduce time spent completing administrative tasks from initial fact find through to annual review and instead apply more time to what matters: providing clients with valuable expert advice. To find out more about Wealth Central, including our latest innovations, visit wealthcentral.com.au.