PictureWealth Pty Ltd is a financial services company dedicated to helping individuals achieve financial happiness and empowerment. By putting people first, PictureWealth focuses on providing clients with a comprehensive view of their wealth through innovative technology and personalized advice. The company’s philosophy revolves around empowering clients to take control of their finances, offering services that range from organizing all money matters in one place to setting goals and making positive changes to achieve financial dreams.
With a blend of professional human knowledge and digital tools, PictureWealth offers access to on-demand financial experts across wealth and insurance sectors. Clients can benefit from a unique software experience that allows them to connect to their financial data, make informed decisions, and improve their financial well-being. By highlighting opportunities and providing personalized actions based on individual financial profiles, PictureWealth aims to optimize outcomes and ensure that clients feel confident and secure in their financial management.
PictureWealth’s signature offering, the “Welfie” (Wealth + Selfie), provides clients with a snapshot of their finances at a moment in time, encompassing income, cash flow, net worth, superannuation, insurance, and estate planning. Clients can delve into detailed financial pictures, track their progress, and receive alerts and tips to help them achieve their financial goals. Through a commitment to delivering trusted and relevant financial information, PictureWealth strives to make financial management accessible, transparent, and ultimately rewarding for all clients.