Wealth Report

What does your financial future look like?

At IOOF, we care about the financial well-being of all Australians and we’re excited to be able to share this tool with you and your family. You can now access an interactive online tool to help you with your financial situation. We’ll crunch the numbers for you immediately and give you a single, overall picture of your finances in a personalised report.

How does it work?

The Wealth Report allows you to input financial information about you and your family to get insights into your current financial situation and whether you could benefit from financial advice. For instance, do you want to know how much equity you have in your home? The Wealth Report tool can tell you.

Please note the personal information you input is secure and private and not viewable by anyone else.

Watch this short video for more information on how it works here.

Complete your Wealth Report

Complete your own personalised and confidential Wealth Report at no cost until 31 October 2020.

  1. Visit www.wealthreport.com.au/ioof
  2. Enter coupon code IOOFCOMMUNITY
  3. Once you enter the site, simply drag and drop the icons to complete your own report.
    The more information you include, the more detailed your report is.
  4. Create your own username and password so you can save your data and re-enter to edit it at any time.

Completing your personalised Wealth Report will take approximately 15 minutes and we suggest you use Google Chrome. A reminder that the personal information is secure and private and not viewable by anyone else.

If you’re interested in finding a financial adviser near you contact us here.