Financial freedom, finally made practical
Tools that help individuals, teams, and advisors move from intention to real impact.
Helping people take control of their money with partners like:
Tools that help individuals, teams, and advisors move from intention to real impact.
The Financial Freedom ProgrammeTM is designed as a structured step-by-step support system that meets people where they are, and helps them build long term control over their money, not just short-term relief.
We help financial practices plan faster and stay compliant while delivering a client experience that stands out. Identify and engage valuable clients, generate investment reports in minutes, and grow revenue without extra hours.
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The Wealthbit app connects the numbers to behaviour. We show the impact of your decisions, prompt small weekly habits, and teach only what is relevant to your situation, so you build momentum without needing ten different apps.
As new users of Wealthbit, we have been really impressed with the way that the planning tool has been developed. It happens on schedule, with accuracy and in a very user-friendly manner. Personally, I have enjoyed the calibre of skills at Wealthbit and the way that they are able to understand the core of our planning problems and then solve them speedily and efficiently. I look forward to all the amazing enhancements which help us to take our business into the future.
Wealthbit is an essential tool in my client engagement process. Not only do I use it to show prospective new clients their potential outcome and plan, but I use Wealthbit to maintain and adjust existing planning for my clients. In the age of information, the fact that clients can access their personal plan and view their updated portfolio values in the comfort of their own home definitely give me an edge.
Whether you're planning your own future, guiding clients, or supporting employees, Wealthbit turns good intentions into measurable progress.
The Financial Freedom Score™ provides a single, visual benchmark of whether the current financial setup is enough. It's binary. It's powerful. And it gets people to act.
See the impact of key decisions in real time. From saving habits to debt repayments. Designed to support clear thinking and confident action.
Wealthbit highlights the most important levers to pull. A decision system built for how real people live, and how professionals advise.
The tools to understand money, make tradeoffs, and build freedom.
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Tell us what you're looking for and we'll guide you to the tools or conversations that makes the most sense. Otherwise send us an email to sales@wealthbit.co.
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