Wealth Tracker – Financial & Estate Planning
Wealth Tracker is a premium financial management and estate planning application designed to help individuals understand their financial position, plan their future, and organize important financial and estate information in one secure place.
A paid subscription is required to access the dashboard and all core features. Users can create an account and complete onboarding before activating a subscription.
FEATURES INCLUDED WITH YOUR SUBSCRIPTION
Wealth & Net Worth Tracking
Track your complete financial picture in one place.
• Track assets and liabilities
• Real-time net worth calculation
• Financial Freedom Score (7-pillar analysis)
• Income and expense tracking
• Debt amortisation projections
Retirement & Goal Planning
Plan your financial future with intelligent projections.
• Retirement income gap analysis
• 4% withdrawal rule calculations
• Savings target recommendations
• Goal probability forecasting
Professional Financial Reports
Generate professional reports to understand your financial health.
• Financial Health Check Report
• Comprehensive Wealth Report
• Estate Planning Report
• Downloadable PDF reports
• Monthly automated email delivery
• Send reports to up to 10 recipients
Will Creation & Estate Planning
Create and manage important estate planning documents.
• Guided 7-step will creation process
• UK and US will formats supported
• Add beneficiaries, executors, and guardians
• Download legally formatted will documents
• Upload and manage Will & Power of Attorney documents
• Encrypted document storage
Insurance Management
Keep track of your insurance policies.
• Register existing insurance policies
• Coverage tracking
• Insurance quote requests
SUBSCRIPTION INFORMATION
Wealth Tracker is available through auto-renewable subscriptions:
• Monthly Plan
• Annual Plan
A 7-day free trial may be available for new subscribers. After the trial period ends, the subscription will automatically renew at the selected plan price unless cancelled at least 24 hours before the end of the trial period.
Payment will be charged to your Apple ID account at confirmation of purchase.
Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current billing period.
You can manage or cancel your subscription anytime in your App Store account settings after purchase.
Previously purchased subscriptions can be restored using the “Restore Purchases” option inside the app.
Pricing may vary by region and will be displayed inside the app before purchase.
WILL DOCUMENT DOWNLOAD (OPTIONAL ONE-TIME PURCHASE)
Users can create a personalised digital will directly within the app through a guided process. Downloading the legally formatted will document is available as a separate one-time in-app purchase.
Once purchased, the will document can be downloaded multiple times. Certain key details may become restricted from editing after purchase to maintain document integrity.
SECURITY & PRIVACY
Your financial information is protected using industry-standard security practices.
• AES-256 encrypted storage
• Secure authentication (Apple Sign-In, OTP, biometrics)
• GDPR-compliant data handling
Privacy Policy
https://financialwellness.coach/#/privacy-policy