Unsure of your personal finances or never knew where your investment portfolio stood without the help of a professional financial advisor? Here’s where Dr Wealth steps in and helps you manage your personal finances – all without the cost of a professional financial planner!
Track your Investment Portfolio
Need to keep abreast of your investment portfolio and how they fare against the market across different time periods? Simply enter your stock portfolio data and have an instant glance on how this looks.
All the resources you'll ever need as an investor
We've gone ahead and done the work. Compiled here are all the resources you'll need as an investor.
Free Weekly Portfolio Report
Too busy to keep track of market fluctuations and how they affect your portfolio? Fret not, we keep you busy folks on top of the week’s top movers and the direction of your net worth with this complimentary weekly portfolio report.
Assessment on your Financial Health
Are you spending within your means on essentials and lifestyle? Would you have enough cash during emergencies? Find answers to these and see how you can work towards achieving a healthier financial status.
Ensure sufficient Insurance Coverage
Do you have enough coverage in the event of death or total permanent disability? Calculate what you require and request for our Certified Financial Planner to assess your needs.
Not sure when or how you should start saving for retirement? Set your financial goals and we’ll put you in the right direction with a savings schedule, just be sure to follow them.
Secured Personal Financial Data
We know sharing your personal financial data online might sound like a leap of risk to you but be ensured that all your data is safe with us and will never be sold to a third-party. What’s more, only your email address is required to sign up for an account.