Free during beta
WealthWise
Your family's complete financial picture

See exactly where you stand.

From your mortgage and KiwiSaver to your car and home insurance.
One place for everything your family owns and owes.

Join the waitlist →

Free during beta

Baker's Portfolio
Overview
Insights

Good morning, Ash

Here's how your wealth looks today.

Ask anything about your wealth...

What's my net worth?Which asset grew most?Show my wealth at 65
Connect bankAdd assetView wealth
Net Worth$487,341Your total wealth
Total Assets$917,341All asset classes
Total Debt$430,000Loans & liabilities
Banking$10,441Cash & bank accounts
Investments$32,900KiwiSaver & shares
Property$850,000Real estate value

Works with ANZ · ASB · BNZ · Westpac · Kiwibank and more via Akahu

Every part of your financial life in one place.

Built for how Kiwi families actually live - not for Wall Street. Track what matters, skip what doesn't.

Net worth at a glance

See everything you own and everything you owe, summed up in one number. Watch it grow over months and years - all from one dashboard.

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Net Worth

$487,341

Assets $917,341Liabilities $431,600
Assets$917,341
Banking2 accounts
$10,441
Property1 account
$850,000
Vehicles1 account
$34,000
Investments2 accounts
$8,400
KiwiSaver1 account
$24,500
Liabilities$431,600
Loans2 accounts
−$431,600

Bank accounts synced automatically

Connect all your NZ bank accounts via Akahu with one click. Balances update automatically - no manual entry, ever. ANZ, ASB, BNZ, Westpac, Kiwibank and more.

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Banking

$10,441

1 day+$01 week+$241
Ash's Accounts
$10,441
ANZ Everyday
ANZ
$2,341
BNZ Online Saver
BNZ
$8,100
+ Add bank account
Investments
$8,400
Sharesies Portfolio
Sharesies
$5,200
Hatch US Stocks
Hatch
$3,200
+ Add investment
Banking $10,441
+ Add account

Property & equity tracking

Track your home value, mortgage balance, and net equity in one place. Know your LTV, capital gain, and exactly where you stand - without opening a spreadsheet.

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Property

$850,000

1 day+$01 week+$0
My Home
$850,000
15 Tennyson Drive, Rolleston
Equity: $430kLTV: 49%
$850,000
+ Add property

Purchase price

$720,000

Mortgage balance

−$420,000

Capital gain

+$130,000

Net equity

$430,000

Property $850,000
+ Add property

AI wealth assistant

Ask anything about your finances in plain English. Get clear, personalised answers based on your actual numbers.

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What would my retirement look like at age 65?

What's my net worth?Which asset grew most?Show debt breakdown

WealthWise AI

Snapshot · Age 65

At your current trajectory, your projected wealth at 65 would be ~$1.24M - with KiwiSaver at ~$312k and a mortgage-free home worth ~$1.1M. NZ Super adds $27,872/yr on top.

Show my wealth by age 55How does my KiwiSaver compare?What changes if I pay extra off my mortgage?
How it works

Up and running in minutes.

No complex setup. No financial jargon. Connect what you have and see the full picture.

01

Connect your NZ bank accounts with one click. Your credentials are never shared with WealthWise.

Connections are handled securely by Akahu, NZ's open banking provider. Covers ANZ, ASB, BNZ, Westpac, Kiwibank and more.

02

Add your home, car, KiwiSaver, and investments. Takes about five minutes. Most families are fully set up in a single session.

8 asset types - banking, property, vehicles, KiwiSaver, investments, loans, crypto and more.

03

Your net worth updates automatically. Watch the chart grow over months and years. Use the AI assistant to plan your next move.

Free during beta · $99 NZD/year at launch · Cancel anytime.

More to track

Everything else, covered too.

WealthWise handles every asset class Kiwi families actually have - not just the obvious ones.

KiwiSaver & retirement

Track your balance, contribution rate, and employer contributions. See your projected retirement balance at 65 - and how small changes now make a big difference.

Investments

Aggregate your Sharesies, Hatch, and InvestNow portfolios alongside everything else. One number. One dashboard.

Vehicles & lifecycle

Track your car's market value, depreciation, WOF expiry, and rego renewal date. Know what your vehicle is actually worth today.

Loans & liabilities

See all your debt in one view - mortgage, car loans, personal loans, BNPL. Know exactly what you owe and how it affects your net worth.

Crypto & digital assets

Add crypto holdings alongside your traditional assets. WealthWise includes it all in your net worth - no app-switching required.

Any other asset

Art, business interests, collectibles, term deposits - if you can put a dollar value on it, add it. WealthWise tracks the whole picture.

How it compares

Not a budgeting app. Not a spreadsheet.

Budgeting apps track your spending this month. Spreadsheets need constant manual updates. WealthWise gives you the full picture - everything you own and owe, automatically, in one place.

WealthWiseSpreadsheetBudgeting app
Net worth at a glanceManual
Auto bank sync (NZ banks)
Property & equity trackingManual
KiwiSaver projectionsManual
Vehicles & WOF trackingManual
Investment aggregationManualLimited
AI wealth assistant
Built for NZ-Some

I had no idea our net worth was over $400k. I'd been so focused on the mortgage I never added it all up. WealthWise did it in ten minutes.

James K.

James K.

Canterbury, NZ

We finally feel like we're on the same page about money. Seeing our property equity and KiwiSaver together - that's the number that actually matters for our future.

Sarah M.

Sarah M.

Auckland, NZ

As a freelancer my income's all over the place. WealthWise is the first tool that actually shows me whether I'm getting ahead - not just what I spent last Tuesday.

Mark T.

Mark T.

Wellington, NZ

Built for New Zealand

Made for Kiwis. Not Americans.

Most money apps are built for the US - they don't understand how Kiwis actually live.

WealthWise connects directly to your NZ bank, knows what KiwiSaver is, and speaks in dollars. No setup headaches. No currency confusion.

8 asset types

Banking, property, vehicles, KiwiSaver, investments, loans, crypto and other assets - all in one place.

$99 NZD/year

That's $8.25 a month - less than a flat white a week. No per-user fees, no hidden extras.

Common questions

Start building wealth with clarity.

Join NZ families who finally know where they stand financially. Free during beta - founding members lock in $99/year forever.