Financial success begins and ends with your financial plan. Create an online financial plan with WealthBar and our detailed investment tracking will help you stay on track, measure you results and make important financial decisions quickly.
Our investment philosophy focuses on asset class diversification and balances long-term cash flow against short-term value. For you, this simply means the peace of mind of expert money management strategy that emphasises long-term performance even during periods of uncertainty and poor market performance.
Many financial advisors are paid commissions for the products they sell you which results in hidden costs and can limit your investment options. WealthBar receives no commissions from any products in our portfolios. Paying us directly cuts out the middle-man resulting in lower costs and greater accountability.