Your Wealth Report
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How to Complete Your Wealth Report
Our Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 2
Step 4
Know Where You Stand
Wealth Report is a one-stop shop for understanding your financial situation.
We’ll crunch the numbers on what your home is worth, how much tax you pay, what your insurance needs are, and more. We’ll give you a single, overall picture of your finances.
Project Your Future
Use Wealth Report’s industry-leading modelling to project your future.
Can you afford that new home? Do you have enough for those rennovations? Will private school fees push you into the red? Are you ready for retirement? How much pension will you receive?
Assess Your Goals
Explore multiple ‘What if’ scenarios for the years ahead.
What if interest rates go up? What if you cut back on expenses? What if you retire early? What if the government removes the Age Pension? What if you receive an inheritance?
Let Us Do The Maths
Other sites ask you to fillout lots of different calculators;
Superannuation calculators, mortgage calculators, pension calculators. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life.
Secure & Private
You can feel confident your information remains confidential and secure.
The site owner, Wealth Central Pty Ltd, ABN 158 016 258 uses the same encryption and physical security that the big banks use to protect your details. We are unable to view your personal information unless your select the option to allow a qualified financial adviser from our team to view your data and contct you to discuss the outcomes.
Immediate Response
Wealth Report delivers your personalised report immediately.
There’s no waiting around in fact. Wealth Report lets you preview how your report is shaping up before you’ve finished entering your information. Wath how your report grows.
Access Your Personalised Wealth Report
Discover a clearer picture of your financial position with the Wealth Report from Midcoast Financial Planning Group. This secure online platform gives you instant access to your personal financial data, investment performance and progress toward your goals — all in one convenient place.
Designed for simplicity and transparency, your Wealth Report helps you stay informed, make smarter decisions and track changes as your financial situation evolves. Whether you’re planning for retirement, managing investments or reviewing superannuation, it’s the easiest way to stay connected to your financial journey.
Ready to see where you stand? Log in to your Wealth Report or contact 1300 854 764 for help getting started.
