Plan
Know where your wealth is headed
Plan takes your tracked data and looks forward. Retirement forecasts, mortgage-free dates, and deposit goals — all built from your real KiwiSaver, property, and investments.
Tracking is live in beta · Planning features coming next
Projected net worth at 65
~$1,440,000
Based on your current trajectory
Home equity
Mortgage-free by 2038
KiwiSaver
3% contribution rate
Investments
Current growth trajectory
NZ Super
From age 65
Goals
Retire at 65
$1,200,000Mortgage-free home
By 2038Scenarios
What if I pay $200 extra off the mortgage each month? What if I increase KiwiSaver to 6%?
Coming soon
Illustrative preview — your forecast builds from your real tracked data.
Real data, forward-looking picture
Most retirement calculators ask you to type in guesses. WealthWise Plan builds your forecast from the assets you are already tracking — your actual KiwiSaver balance, your real property equity, your investment portfolios.
The result is a projection you can trust, not a number pulled from a generic assumption sheet.
Building on a solid foundation
You cannot plan where you are going if you do not know where you stand. Tracking comes first — Plan extends that into the future.
Complete wealth tracking
- Net worth across all asset types
- Akahu bank connections
- Property, KiwiSaver, vehicles, investments
- Historical snapshots from day one
Forecasting & goals
- Wealth projection to retirement age
- NZ Super included in forecast
- Retirement, mortgage, and deposit goals
- Progress tracking as your wealth grows
Your financial future, made visible
Wealth forecast to retirement
SoonProject your net worth to age 65 based on your real KiwiSaver balance, property equity, and investment growth — not generic assumptions.
NZ Super included
SoonYour retirement forecast factors in NZ Super eligibility at 65. Currently $27,872/year for a couple — a meaningful input your plan should include.
Retirement goal
SoonSet a retirement wealth target and see if you are on track, ahead, or behind — and what to change to close any gap.
Mortgage-free date
SoonSee when your home loan clears at the current repayment rate. Understand what paying an extra $X each week does to your timeline.
Deposit goal
SoonSaving for a first home or next property? Track your deposit target alongside your net worth growth and see when you will hit it.
Goal progress tracking
SoonEach goal has a progress bar built from your real tracked data. As your wealth grows, your goals update automatically.
Why forecasting needs real data
A generic retirement calculator asks you to guess your current savings, your interest rate, and your monthly contributions. The output is only as good as those guesses.
WealthWise Plan will pull from your actual tracked balances — your real KiwiSaver figure from last month, your actual property equity today, your current investment portfolio value. The forecast updates automatically as your wealth changes.
That is why tracking comes first. Start now, and when Plan launches you will already have months of real data feeding your forecast.
Be first when Plan launches
Join the waitlist now. Start tracking your wealth today — your data foundation is building from the moment you connect.