your wealth central portal.
At CBD Advisory, we care about the financial well-being of all Australians and we’re excited to be able to share this tool with you and your family. You can now access an interactive online tool to help you with your financial situation. The portal will crunch the numbers for you immediately and give you a single, overall picture of your finances in a personalised wealth report.
Wealth Central allows you to input financial information about you and your family to get insights into your current financial situation and whether you could benefit from financial advice. For instance, do you want to know how much equity you have in your home? The Wealth Central tool can tell you.
Please note the personal information you input is secure and private and not viewable by anyone else.
Know your Financial Situation
Wealth Central is a one-stop shop for understanding your financial situation. The portal will 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 in a personalised wealth report.
Project your Future
Use Wealth Central's industry-leading modelling to project your future. Can you afford that new home? Do you have enough for those renovations? 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 fill out lots of different calculators: superannuation calculators, mortgage calculators, pension calculators. With Wealth Central's integrated approach, fill out your information once and we'll apply all appropriate calculators to fit your life.
Secure and Private
You can feel confident your information remain confidential and secure. The site owner, Wealth Central Pty Ltd, ACN 158 016 258 uses the same encryption and physical security that banks use to protect your details. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you to discuss the outcomes.
Wealth Central delivers your personalised wealth report immediately. There's no waiting around. In fact, Wealth Central lets you preview how your report is shaping up before you've finished entering your information. Watch how your report grows!