wealth report

We invite you to “check that you’re on track” and take the opportunity to create your Personalised Wealth Report. An easy and secure way to get a snapshot of where you stand today as a basis for achieving your future financial and lifestyle goals.

Stottsure clients can use coupon code ‘REPORT’ to get your report absolutely FREE (save $125).

Know where you stand

Wealth Projector is a one-stop shop for understanding your financial situation. We’ll crunch the numbers on what your home is worth, how much tax you pay, what your insurance needs are, and more. We’ll give you a single, overall picture of your finances.

 

Project your future

Use Wealth Projector’s industry-leading modelling to project your future. Can you afford that new home? Do you have enough for those renovations? Will private school fees push you into the red? Are you ready for retirement? How much pension will you receive?

 

Assess your goals

Explore multiple ‘what if’ scenarios for the years ahead: what if interest rates go up? What if you cut back on expenses? What if you retire early? What if the government removes the Age Pension? What if you receive an inheritance?

 

Let us do the maths

Other sites ask you to fill out lots of different calculators: superannuation calculators, mortgage calculators, pension calculators. With Wealth Projector’s integrated approach, fill out your information once and we’ll apply all appropriate calculators to fit your life.

 

Know where you stand

Wealth Projector is a one-stop shop for understanding your is and more. We’ll give you a single, overall picture of your finances.

 

 

HOW CAN WE HELP

Enquire about a free consultation or just ask us a question. We’re here to help.


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