WealthVue is a web-based lifestyle budgeting and planning process designed to help accountants, solicitors and financial planners engage and retain more clients. It enables you to focus on your client’s lifestyle goals rather than just on tax or investment strategies.  Register for a free trial.

Full visibility
By focusing on your client’s lifestyle goals rather than just tax or investment strategies, WealthVue helps you build relationships based on the client’s values and attitudes. It delivers full visibility of the client’s financial situation and keeps you in control of their experience. And it’s user friendly.

It is a process that systematically:

• Sets client expectations about what you can and can’t do for them,
• Has clients take responsibility for the investment risks they acquire when they accept your advice,
• Creates an audit trail of clients’ decisions, their circumstances when the decisions were made, and the regulatory environment at the time.
• Tracks their goals against savings and asset accumulation rather than just investment performance,
• Elevates your relationships with clients beyond just tax or investment strategies.

Know your client
The WealthVue process makes sure you really know your client. It works for personal financial managers such as accountants who are not accredited to provide full financial advice but who can still engage clients on a personal level based on the clients’ lifestyle goals, as well as licensed advisers can go on to create statements of advice and recommend appropriate products.

No advice through to full advice
WealthVue enables both non-licensed practitioners and fully licensed investment professionals to:

• Uncover clients’ lifestyle goals,
• Demonstrate the impact of lifestyle decisions on their financial wellbeing,
• Show how you add value, and
• Maintain control of the client relationship.

In brief, WealthVue puts you back in control of your clients and your practice.

If you would like more information on WealthVue

• Register for a free trial
• Read the WealthVue quick guide
• Call us on 1300 790 235 between 8.30 am and 5.30 pm, Sydney time. We look forward to your call.

Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.