banner_728x90

Manage your Finances

Last Updated: August 28, 2015

Header

Simplify that hard work! Our wide array of convenient financial and investment tools makes it easier for you to kick-start your money plans. Whether you’re looking to save more or start your investing journey, we are right here to hold your hand and guide you through the process.

PLAN

Tell us your financial goals! Everyone has different aspirations. Some want to save for their children’s education while others are dreaming of financial freedom. When we understand your financial goals, we can make recommendations tailored for you.

Get started on your financial goals by getting a free financial health assessment from us. We’ll analyse the status of your finances and tell you what’s great and what needs a bit of a boost.

START

It’s time to get in shape and our detailed budget tracker will help you to plug the leaks and set you on the path to a healthier, happier you. The best part: we tailor a plan to suit your lifestyle.

Now that you’ve settled your budget, it’s time to take a look at your protection. Our insurance calculator will calculate right down to the cents the protection you need at every stage in your life. No unneeded plans, just the right amount of protection.

INVEST

Your plans are sorted and you’re now well on your way to a financially-secure future. The next step: investment. We’re not talking about speculation but a plan to help grow your money through good times and bad. Our portfolio manager is the companion you need, telling you how your portfolio is performing. It’s built for the layman on the street as well as the experienced investor.

Don’t forget to take advantage of our transaction import feature, which will help you keep track of all your trading activity, past and present. Your transaction statements from PhillipCapital and Standard Chartered will be imported directly into your DrWealth account, so everything shows up nicely on one platform. Just forward your trading transactions to trades@drwealth.com and we’ll take care of the rest. No muss, no fuss.

If you’re feeling unsure about how much dividends your stocks have been reaping, be sure to also check out our automated dividend calculator. Simply enter your stocks from SGX, NYSE, NASDAQ, ASX, LSE and KLSE, and you’ll be able to see the figures instantaneously. Stay tuned as we work to bring in more stock exchanges.

The best part: we’ve made it even easier for you to manage your investment portfolio by launching a DrWealth Stock Portfolio app. All your favourite features anytime, anywhere, right at your fingertips. Download it here from the Google Play Store and the Apple App Store.

MANAGE

With your portfolio in place, it’s time to hang on for the ride. Get an overview of your finances and manage your asset allocation, from stocks, mutual funds and bonds to income, cash and cash equivalents.

Visualise your progress and check off financial milestones with our networth calculator.

Our suite of powerful tools will keep you on the straight and narrow. Are you ready to be financially empowered?

Get started with us and sign up for a free DrWealth account today.