Understand your real wealth.
Make smarter after-tax decisions.
WealthVantage goes beyond portfolio tracking — giving Australian investors a clear, entity-aware view of their wealth today and the confidence to plan what to do next.
Built for individuals, couples, trusts, companies and SMSFs.
Tracking is easy. Knowing what to do next isn’t.
Most tools show balances and performance. But real financial decisions depend on tax rules, ownership structures, marginal rates, and carry-forward losses. WealthTracker helps you understand the after-tax impact before you act.
Grow from clarity to confidence.
Bronze Tier — Clarity
- Track shares, ETFs, crypto, and other assets
- View net wealth across portfolios
- See unrealised and realised gains
- Understand after-tax exposure
Silver Tier — Decisions
- Forecast sell scenarios before you act
- Model outcomes for individuals & joint ownership
- Estimate post-tax proceeds
- Plan within a single year
Gold Tier — Structured Wealth
- Forecast for trusts, companies and SMSFs
- Model multi-year scenarios
- Understand outcomes within each entity
- Maintain entity-level clarity
Platinum Tier — Full Impact
- See combined outcomes across entities
- Understand total personal tax impact
- Model distributions & interactions
- Gain full-structure visibility
Built for Australian reality.
WealthTracker is designed for CGT discount rules, SMSFs, trusts, company ownership and multi-entity households — not generic global investing.
For investors who’ve moved beyond spreadsheets.
You’ll love WealthTracker if you…
- want after-tax clarity, not just performance
- plan when to sell — not just what to hold
- invest personally or with a partner
- use trusts, companies or SMSFs
- want insight between accountant meetings
What this is not
- a generic portfolio tracker
- a replacement for your accountant
- a black-box “AI says do this” tool
It’s a deterministic engine — built for transparency and trust.