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    Home » » Wealthi

    Wealthi

    Property & Investment Search
    Investment Platforms/Fractional Ownership
    Financial planning Investment strategies Retirement planning Wealth creation Wealth management
    Wealthi.com.au is a financial technology platform that provides wealth management and investment solutions for individuals and businesses.
    Active - Active only
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    Company Overview

    Wealthi.com.au is an innovative online platform that offers a comprehensive range of wealth management services to individuals, helping them take control of their financial future. With a unique value proposition, Wealthi.com.au aims to democratize access to professional financial advice and investment solutions, making them affordable and accessible to all.

    One of the key benefits of Wealthi.com.au is the ability to create a personalized investment portfolio based on individual goals, risk tolerance, and investment preferences. The platform uses advanced technology and data analytics to provide tailored investment recommendations that align with each user's objectives. This ensures that users can make informed decisions and optimize their investment performance.

    Additionally, Wealthi.com.au provides expert financial advice from licensed and experienced advisors. Users can consult with these professionals via the platform's secure messaging system and receive guidance on various financial matters, such as retirement planning, tax optimization, and wealth accumulation strategies. This personalized advice, combined with a transparent fee structure, helps users navigate complex financial decisions and maximize their wealth potential.

    Furthermore, Wealthi.com.au offers a wide range of investment options, including Australian and international equities, managed funds, and exchange-traded funds (ETFs). By partnering with leading investment providers, the platform provides users with access to a diverse range of investment opportunities to suit their individual needs and preferences.

    Overall, Wealthi.com.au empowers individuals with the tools, knowledge, and support they need to make smarter investment decisions and grow their wealth. With its user-friendly interface, personalized advice, and affordable investment solutions, Wealthi.com.au is revolutionizing the way people manage their finances and build their financial future.

    Company Details

    Customer Type B2C
    Sectors Residential
    Address 20-40 Meagher St Chippendale 2008
    State NSW
    Country Australia
    Phone (02) 8088 0749

    Company Characteristics

    Online platform for wealth management services
    • Provides a digital platform for accessing and managing wealth management services.
    Range of financial products and services
    • Offers a wide variety of financial products and services, including investment portfolios, superannuation, insurance, and more.
    Customized wealth management solutions
    • Tailors wealth management solutions to individual needs and goals, providing personalized advice and recommendations.
    Robo-advisory technology
    • Utilizes advanced robo-advisory technology to automate investment decisions and optimize portfolio performance.
    Low-cost investment options
    • Provides access to low-cost investment options, including index funds and ETFs, to help maximize returns and minimize fees.
    Transparent fee structure
    • Offers a transparent fee structure, ensuring clients understand the costs associated with their investments and services.
    Convenient and user-friendly interface
    • Features a user-friendly interface that allows for easy navigation and access to account information and financial tools.
    Expert team of financial advisors
    • Employs a team of experienced financial advisors who are available to provide guidance and assistance as needed.
    Investment education and resources
    • Offers educational resources, articles, and tools to help clients make informed investment decisions and improve financial literacy.
    Excellent customer service
    • Provides exceptional customer service with prompt and responsive support via various communication channels.

    Number of Products

    • Investment Property Finder
    • Property Research
    • Property Strategy
    • Portfolio Review
    • Finance Solutions
    • Buyers Agent
    • Property Management
    • Property Development
    • Wealth Education
    • Wealth Coaching
    • Accountancy Services
    • Legal Advice
    • Insurance solutions
    • Property Maintenance
    • Property Styling

    Product Information

    Wealthi offers a range of products and services to the real estate industry, including:

    Investment Property Finder
    • A tool that helps you find and assess investment properties based on your criteria.
    Property Research
    • Comprehensive property reports that provide detailed information on property values, rental yields, suburb demographics, and more.
    Property Strategy
    • Customized property investment strategies created to help you meet your financial goals.
    Portfolio Review
    • A service that analyzes your existing property portfolio and provides recommendations for improvement.
    Finance Solutions
    • Access to a network of lenders and finance experts who can assist with property financing and mortgage advice.
    Buyers Agent
    • Professional assistance to help you find and negotiate the purchase of property on your behalf.
    Property Management
    • Ongoing property management services to help maximize rental returns and minimize vacancies.
    Property Development
    • Guidance and advice on property development projects, including feasibility studies and project management.
    Wealth Education
    • Workshops and educational resources to help you improve your financial literacy and make informed investment decisions.
    Wealth Coaching
    • One-on-one coaching sessions with experienced wealth coaches to help you develop and execute a wealth creation plan.
    Accountancy Services
    • Tax and accounting services tailored to property investors and business owners.
    Legal Advice
    • Access to a network of property lawyers who can provide legal advice and assistance with property-related matters.
    Insurance solutions
    • Insurance products specifically designed to protect your property investment and financial interests.
    Property Maintenance
    • Assistance with property maintenance and repairs, including access to trusted tradespeople and service providers.
    Property Styling
    • Professional property styling services to help you enhance the appeal and marketability of your property for sale or rent.

    Overall, Wealthi provides a comprehensive suite of digital solutions to the real estate industry that enable businesses to establish and enhance their online presence, generate leads, and streamline their operations.

    Sponsored
    Sponsored

    Preferred software partner to some of Australia's leading PropTech companies

    Contact

    https://www.wealthi.com.au/
    https://www.facebook.com/bewealthi
    https://twitter.com/bewealthi
    Google Review
    Sponsored

    Preferred software partner to some of Australia's leading PropTech companies

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