Financial Planning Suite · Wealth module
See where your portfolio is heading — not just where it's been
WealthMe is the portfolio management module for NZ investors — import your holdings in minutes and get allocation-vs-target analysis, fee drag in dollars, and Monte Carlo projections of where your portfolio is heading. Early access is opening soon.
Planning retirement instead? Visit RetireMe →
Most portfolio tools look backwards
Trackers show what happened. WealthMe shows where you are headed — and what to change.
Trackers tell you what happened
Performance reports, tax reports, and charts of what your portfolio did last year. Useful history — but not a plan for the future.
WealthMe tells you what it will do
Forward projections, goal probability, and what to change and by how much — guidance and modelling tools, not regulated financial advice.
From import to insight in minutes
Three steps from a broker export to a forward-looking view of your portfolio.
Import your holdings
Upload a CSV from your broker or portfolio tracker, or start from a sample portfolio.
See your as-is
Allocation vs target, diversification score, concentration warnings, and fee drag in $/yr.
Project your future
Monte Carlo fan chart, % chance of reaching your goal, and drawdown stress tests.
One calculation engine, three products
WealthMe is powered by the same Monte Carlo and projection engine proven in RetireMe — now applied to investment portfolios.
One suite. Four brands.
Incendio Trading Limited builds the Financial Planning Suite for New Zealand.
Want early access to WealthMe?
Tell us you are interested — we will invite early users as the consumer app opens.