Wealth Bridge

About Wealth Bridge

Wealth Bridge shows you where your money is going — not just where it went.

Plan up to **12 months ahead** using your real income, bills, debts and savings goals. See what’s safe to spend today, understand when money may feel tight, and make better decisions before they become stressful.

### SEE YOUR MONEY 12 MONTHS AHEAD

Your Timeline projects your financial position using the information you add to your plan.

See upcoming income, bills, debt payments and savings activity in one place — so you can understand what’s coming before it happens.

### KNOW WHAT’S SAFE TO SPEND

Wealth Bridge calculates your **Safe to Spend** amount while considering upcoming commitments.

Instead of wondering whether you can afford something today, you have a clearer picture of what needs to stay available for tomorrow.

### PLAN YOUR DEBT PAYOFF

Add your debts, balances and interest rates and build a structured repayment plan.

Track your progress over time and see how your future changes as payments are completed.

### BUILD SAVINGS GOALS

Create goals that actually mean something to you — whether that’s an emergency fund, holiday, home deposit or something completely personal.

See your progress alongside the rest of your financial plan, rather than treating savings as a completely separate budget.

### DEBT AND SAVINGS — TOGETHER

Life usually isn’t just about paying debt or saving money.

Wealth Bridge helps you see both inside the same financial picture, so you can understand how your choices affect your overall plan.

### FAMILY SHARING

Managing money together should feel clearer.

With Wealth Bridge Family Sharing, household members can share a financial plan and stay aligned.

See:

* who marked a payment as done
* when a family member was last active
* completed payments and payment history
* shared progress across your household plan

Everyone can understand what has already been handled and what still needs attention.

### MEET ZEE & DEE — YOUR WEALTH BRIDGE COMPANIONS

Money can feel overwhelming, so Wealth Bridge doesn’t need to feel cold.

**Zee and Dee** are your Wealth Bridge Companions.

Zee helps bring clarity when your plan needs attention, while Dee celebrates progress and completed financial actions.

They appear at meaningful moments to help you understand your plan, recognise your wins and keep moving forward — without judgment.

### YOUR FINANCIAL HISTORY, IN ONE PLACE

Look back at completed payments and past activity so you can understand what has already happened, not just what is coming next.

### STAY AHEAD OF BILLS

See upcoming commitments before they arrive and use your Timeline and Calendar to keep track of what’s due.

Your plan updates as you mark payments complete and make changes.

### YOUR MONEY. YOUR CONTROL.

Wealth Bridge does not require you to connect your bank account.

You enter and manage the financial information used in your plan, keeping you in control of what you choose to share.

### PLAN TODAY. BUILD TOMORROW.

Wealth Bridge is designed to help you answer one simple question:

**“What can I safely do with my money today without creating a problem for myself later?”**

Build your plan, look ahead and cross the bridge toward the financial future you want.

**Wealth Bridge — Smart today. Wealthy tomorrow.**