Welfie

Welfie gives you your complete financial picture in one place Built by PictureWealth, Welfie brings your key financial information together in one place. Whether you’re saving for a milestone, planning for retirement, or making smarter money decisions, Welfie keeps you on track with real-time insights and personalised guidance. See your complete financial picture Welfie uses open banking to securely connect your financial accounts to give you a clear picture of your wealth in one place. Understand how your income, assets, superannuation, and liabilities fit together, without spreadsheets or complexity. Explore your retirement outlook See a projection of your retirement position and understand whether you’re on track to retire comfortably. Welfie provides clear, easy-to-understand insights based where you are today to help get to where you want to be and how you can get there like to improve your retirement outcome. Insights that bring clarity Welfie highlights insights related to your retirement projection, helping you understand where you currently stand, what may impact your ability to retire comfortably, and what areas may need attention over time. These insights are designed to support informed conversations with your adviser. Work seamlessly with a financial expert/specialist Welfie helps you connect and engage with your financial adviser by making it easier to: - Book 1:1 appointments - Make the most of your meeting by making it easy to consolidate and submit your financial information to your adviser for personalised guidance - Review and sign documents securely within the app - Stay connected and informed between meetings Built with security and privacy in mind Your privacy and data security are a top priority. Welfie uses industry-standard security practices to protect your information, and you remain in control of your data at all times. Important information Welfie offers general advice ONLY. It does not take into account your personal circumstances, Any projections or insights shown in the app are for informational purposes and should not be relied on as personal advice. Please consider your personal circumstances and speak with a licensed financial adviser before making financial decisions.