WEALTH WALLET

Sail through life. It’s Wealth, sorted.

Regardless of where you are financially today, how you deal with your future cashflow will determine where you are financially tomorrow. Cashflow is the breeze that takes us from where we are NOW, to WHERE will be tomorrow. It’s literally HOW we will get there.

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WHY?

Why Wealth Wallet? What’s the difference between Budgeting & Wealth Wallet’s cashflow plan?

OLD = Budgets

Budgets don’t work because they are based how computers add up, not how humans behave. Budgets focus on what sacrifices need to be made, which past decisions you need to “undo”.

The wrong granular detail (haircuts & coffee), probably picked by your bank, to deliberately increase details.

This makes you feel like you’re getting a heap of value – lots of detail, possibly for “free” when all it really does is consume time and distract you from what really matters – the strategy.

Your budget software which needs updating because most transactions are uncategorised.
3 months ago, or when you last had time to reconcile all the transactions

You won’t get

  • Lots of data that doesn’t make sense or add value to your life
  • Hours of extra work

NEW = Cashflow Plan

A Cashflow plan works because it’s focused on simply balancing the allocation of future cashflow. It’s focused on where you are heading, not where you have been, so your future decisions don’t need to be “undone”.

How the major numbers are tracking – the key is to be looking at the key numbers that matter in a relative sense compared to what they should be to reach goals.
Yours!
Real-time (not last year). Periodically, but consistently, as a reminder of how to adjust future spending decisions – I must do less of X or more of Y.

You will get

  • Understand the relative spending balance needed to achieve your goals
  • Know exactly how your cashflow is being allocated – ideal to actual
  • See the affect of your decisions in real-time, allowing you to naturally adjust future decisions
  • Simple but powerful summary report in real time to tell you exactly how you’re travelling
  • Detailed reporting levels down to every dollar for when you need to deep dive
  • Accurate, intuitive transaction linking so you don’t have to spend hours to get quality reporting

WHAT

Wealth Wallet is a program that arranges your finances in detail but more importantly in a way that actually helps you stay on track. It’s management accounting for humans. Wealth Wallet is an online service that guides you in understanding where you are NOW, WHERE you’d like to get to, and then shows you HOW to get there. The HOW, is utilising your cashflow in the right way. Wealth Wallet not only keeps a track of all of this by pulling together your finances & displaying your data in reports that make sense to you, but also helps you setup the best financial systems for you.

The Process

How to use Wealth Wallet to give you the information you really need.

Set your NOW

Enter your current important assets,
link your bank accounts and investments

 

Set your WHERE

Take the 5 Minute “What matters” questionnaire

 

Review your data

Once transactions are loaded, check and adjust any transaction categories and set relevant rules.

Update your new WHERE periodically

 Simply revisit the 5 minute “What matters” questionnaire to reset

Your Reports

Your Cashflow Plan Report

Your Balance Sheet Report

PRICE

Wealth Wallet

/mth
AUD49
  • A complete and true picture of your personal finances
  • Goal setting and tracking
  • Cashflow and net wealth tracking
  • Automatic alerts
  • Unprecedented and comprehensive reporting, including a suite of personalised reports
  • Document upload and storage
  • Advanced budgeting functionality
  • Financial Adviser support
Coming Soon

Access Your Wealth Wallet

Online

Coming soon.

Apps

Coming soon to Android & IOS.

GET IN TOUCH

Get In Touch

REACH US
PO BOX 3406
Weston Creek ACT, 2611

Wealth Wallet – Registered business of Barmy Pty Ltd.