Wealt: A Better Way to Manage Money

Managing money and investments can sometimes be a real pain, especially regarding wealth management. But fear not! Wealt is here to revolutionise the financial journey and help build long-term wealth with a resilient portfolio. We're empowering future millionaires today.

What is wealth management?

Imagine having a trusted partner who understands your unique aspirations and crafting a personalized plan. That's what wealth management is all about – it's like having a financial GPS to guide you towards your goals!

At its heart, wealth management is about making your money work more innovative and challenging. We'll take the time to get to know you, your dreams, and your comfort level with risk so we can create a plan that suits your lifestyle and preferences.

And hey, it's not all about the serious stuff! Financial planning should be fun and stress-free. So, let's sit down, grab a cup of coffee, and chat about your goals and dreams. We promise to keep the jargon to a minimum and make sure you feel empowered every step of the way.

Six common wealth management problems and how Wealt can help

1. Feeling overwhelmed

Let's be honest; not everyone is a financial genius. Managing wealth can feel like cracking a secret code without a decoder ring! But here's the thing: your financial future begins when you clearly understand where you are and where you're headed.

Wealt Dashboard

Wealt is here to make your life easier by providing a single, centralized platform where you can consolidate all your financial information in one place. Say goodbye to outdated spreadsheets! Instead, the Wealt dashboard provides you with an easy-to-use, real-time view of your assets, empowering you to stay on top of your financial journey effortlessly

2. Market mayhem

Financial markets can feel like a rollercoaster ride. Many people get consumed by the noise and speculation of short-term trends. Investing is not gambling. You can win with a proper strategy and prevent yourself from that losing crowd that 90% of retail investor experience.

Warren Buffett, a renowned investor, wisely said, "Risk comes from not knowing what you're doing." The number one rule for building wealth is to maintain a long-term vision and be a prudent and intelligent investor.

Portfolio X-Ray

At Wealt, we leverage our deep finance knowledge to empower you in managing your portfolio and staying on track with your long-term objectives. Wealt’s cutting-edge portfolio AI technology analyzes your investments and provides actionable insights, enabling you to make informed decisions, gain clarity, and build confidence in your financial journey. Wealt helps you see the bigger picture and take control of your financial future.

3. Balancing act

"Diversification is the only free lunch” is a well-known quote from Harry Markowitz, a Nobel laureate in economics. Spreading investments across different asset types can enhance return and lower risk. Many individual investors often focus on a limited range of assets, such as domestic stocks. However, alternative assets like private equity, venture capital, real estate, and collectables (such as wine, whisky, and art) have historically outperformed public assets in the last two decades. Unfortunately, access to these opportunities is often limited to the ultra-wealthy without clear justification.

Wealt Alternatives Marketplace

Recognizing the power of diversification when maximizing your returns and managing risk effectively is crucial. That's why we've gone the extra mile at Wealt to create the alternative assets marketplace just for you. You can directly invest in top-tier private equity and venture capital funds, giving your portfolio that perfect balance for the long term.

4. Juggling multiple balls

Wealth management means juggling many financial aspects – investments, retirement planning, taxes, and insurance. It's like being the ringmaster in a circus, trying to keep everything spinning smoothly. Suze Orman, a renowned personal finance expert, stresses the importance of comprehensive financial planning. She advises, "A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.” Many of us are uncertain about the future of our assets during the next big crisis.

What Ifs

At Wealt, we've developed a fantastic feature called "What Ifs" that is designed to give you peace of mind. We understand that you want a comprehensive view of your assets and be prepared for any potential scenarios, whether it's the next Global Financial Crisis, a surge in inflation, or a Fed rate hike. With "What Ifs," you can analyze and project how these events could impact your assets. This way, you can make well-informed decisions and clearly understand your wealth.

5. Always keep watch

Successful wealth management requires keeping a close eye on things. Reviewing investments, rebalancing portfolios, and tracking progress towards your financial goals can feel like a part-time job. It's like being the captain of your financial ship, navigating the waters to reach your destination. Famous investor Philip A. Fisher advised, "The stock market is filled with individuals who know the price of everything, but the value of nothing." Regularly monitor your investments, but avoid catching up in short-term market fluctuations.

Insights

Our actionable insights feature is a powerful tool that combines all your portfolio's essential elements, including risk, performance, ESG (Environmental, Social, and Governance), and fees. This feature lets you quickly identify the outliers that could impact your long-term strategy, concentration, and performance. It provides a clear and concise overview of your portfolio, allowing you to grasp the key areas that require attention quickly.

6. Future planning puzzles

Estate planning is a critical part of wealth management. Renowned investor and philanthropist Warren Buffett famously stated, "A wealthy person should leave his kids enough to do anything but not enough to do nothing." Proper estate planning, including wills and trusts, ensures your wealth is passed according to your wishes.

Secure Digital Vault

Wealt secure digital vault is designed to provide a safe and convenient place to store important documents and information about your assets. You can securely keep your digital will, performance reports, and other relevant documents in one central location. Additionally, we offer the option to appoint beneficiaries, ensuring that your wealth is passed on to your loved ones or charities according to your wishes if something happens to you.

Welcome again to the future of wealth management with Wealt

While these wealth management and investment challenges can be tricky, remember you're not alone. Educate yourself, seek advice from friendly professionals, and enjoy the journey. With the right approach and a positive mindset, you'll navigate the world of wealth management with a smile.

At Wealt, we empower you on your wealth management journey. Start today and unlock a better way of managing your money!