Wealth report
Needing financial clarity?
Introducing our powerful tool – the Wealth Report. It’s not just a report; it’s your personalised roadmap to financial success.
Gain an understanding of your financial future
Are you curious about your current financial standing or eager to chart the course for your financial future? With the Wealth Report, gaining insights into your finances has never been easier.
Simply click on orange button “Start New Wealth Report” to embark on a journey of financial discovery.
What the Wealth Report Offers
- Comprehensive Financial Snapshot: Get a clear understanding of your current financial position. The Wealth Report consolidates your assets, liabilities, and investments, providing you with a holistic view of your financial health.
- Future Projections: Wondering what your financial future holds? Our tool uses advanced algorithms to project potential outcomes based on your current situation, helping you make informed decisions for a more secure tomorrow.
- Benchmark Against Your Peers: Ever wondered how your financial standing compares to others in your age group? The Wealth Report goes beyond individual insights by providing a benchmark analysis. Gain valuable perspective as you see how your financial position measures up against peers in similar life stages.
Choose your path
After completing your Wealth Report, you can choose to either:
- Connect with a Pretzel Wealth Financial Adviser who can provide you with recommendations to improve your financial position. We look forward to provide you with guidance and actionable steps.
- Use the insights of your Wealth Report to personally work towards your objectives. It's your financial future; we're here to support your journey, whether you choose to collaborate with an adviser or go solo.
Wealth Report
Want to know what your financial future currently looks like? Start your financial planning journey with a complete understanding of what your current position looks like.
Be sure to enter the code “PRETZEL” to activate your Wealth Report.