See your whole wealth structure on one secure canvas.
Wealth Architect maps the entities, assets, accounts, loans and insurance behind your wealth, and how they all connect. One clear picture, for individuals, families, accountants and financial advisers alike.
Free during the beta · no credit card needed.
Built for everyone who works with wealth
Whether it's your own position, your family's structure or a client's,
Wealth Architect turns it into something you can actually see.
Individuals
Map your own position: the entities, property, accounts, loans and super you're part of, and see clearly how every piece connects.
Families
See how your trusts, companies, properties, loans and super actually fit together. The whole picture in one place, instead of scattered across documents and advisers' heads.
Accountants
Build a clear visual map of a client's structure to work from and to walk them through, instead of reassembling it from files at the start of every job.
Financial advisers
Model and explain a client's wealth structure visually. Show them how their affairs connect, where the gaps are, and what a change would touch.
How it works
Build the picture once. Everything else reads from it.
A visual canvas
Drag tiles for the six things wealth is made of (entities, assets, bank accounts, share portfolios, insurance and notes) onto a canvas and arrange them how you think.
Typed connections
Link tiles with real relationships: ownership, cash flow, loans, control, distributions. Each connection carries its numbers, so the picture stays honest.
Fact-based reports
Generate clean dossiers (entity, property, estate, liabilities, cash flow, insurance) straight from the canvas, ready to print or hand to your accountant.
Net worth at a glance
A one-click consolidated view across the whole household, every individual and every entity. Each class expands to show exactly which tile contributes what, so there's no guessing where a number came from.
Estate plan
Wills, residuary shares, specific bequests, joint-tenancy ownership, successor trustees and appointors, BDBN nominees and guardians of minors, all rendered as one picture with the coverage gaps surfaced. The canvas does not die with you.
The Wizard
Turn your canvas into ready-made prompts for deeper analysis with AI. It surfaces the questions worth asking. The structure, and the decisions, stay yours.
Health, on the same canvas
Keep blood type, organ-donor status, GP and specialists, medications, allergies and an emergency contact alongside everything else about each person. One printable Health Summary you can hand to a locum, carer or family member when it matters.
Why Wealth Architect
Built for Australian structures
Trusts, SMSFs, base-rate companies, the Australian financial year. The model speaks your accountant's language out of the box.
Structure, not spreadsheets
A picture you can read and reason about at a glance, not another tab of rows and formulas to decode.
Your data, your account
Everything lives in your own private, password-protected account. Sign in from anywhere; only you see your canvas.
It shows, it doesn't advise
Wealth Architect maps how your wealth connects. Tax and financial advice stays with your accountant or adviser.
What people are saying
Sample testimonials. Real, attributed quotes from beta users coming soon.
“I'm not an accountant, but between a family trust, an SMSF and a couple of properties, I'd lost track of how it all fit. Now I can actually see it.”
James R.Individual“We always had the pieces (two trusts, the SMSF, a handful of properties) but never the whole map in one place. Now we do, and everyone's finally looking at the same picture.”
Sarah M.Family“I open a client's canvas and understand their structure in seconds. It has saved me hours of piecing things together from documents at the start of every job.”
David T.Accountant“Showing clients their structure visually, and exactly where the gaps are, has genuinely changed how I run a review meeting.”
Priya K.Financial adviserFrequently Asked Questions
Is it free?
Yes. Wealth Architect is currently in free beta. No credit card, no trial countdown.
Is my data safe?
Yes. Your canvas lives in your own private, password-protected account. The database is encrypted at rest and every connection is over HTTPS, so your data is encrypted both stored and in transit. You only ever see your own canvas; nobody else has access. And you decide what goes in. Nothing is required. If you'd rather use placeholders ("Property A", "Bank Account 1") instead of real names, the canvas works exactly the same. The structure is what matters; enter only what you're comfortable with.
Do I need to be a finance expert?
No. If you can drag a tile and fill in some fields, you can map your structure. Plain-language hints are built into every field.
Is it specific to Australia?
Yes. It's built around Australian structures (trusts, SMSFs, companies) and the Australian financial year.
Does it give tax or financial advice?
No. Wealth Architect is a structural tool that shows how your wealth connects. Tax and financial advice is your accountant's or adviser's job.
See your structure clearly.
Start mapping your wealth in minutes, free while we're in beta.