Choose Your
Wealth Plan
Make decisions with confidence. Pick the toolkit that fits today—expand as your goals evolve.
Modelling Suite
Self-directed individuals who want professional-grade calculators and simulator to validate decisions
$9
per month
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Investment Growth Calculator
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Net Worth Calculator
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Retirement Adequacy Calculator
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Scenario Simulator with more than 10 built-in scenarios:
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Investment Planning using cash, CPF or SRS, on one-time or recurring basis. Includes tax impacts
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Early Retirement Planning includes built-in CPF Life payout option
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Large Purchase Funding using either simple interests or reducing balance method
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Debt Payoff Plan
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Emergency Funds Planning
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Mortgage Restructuring with sub-scenarios of repricing, refinancing, repayment, tenure change
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Property Purchase or Sales
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Property Rental as a Landlord or Tenant
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Store and load locally
⭐ Most Popular
Add-on: Goals Hub
For individuals who want cloud-synced goal tracking to manage goals, surface funding gaps, and monitor progress
+$5
per month
🏁 Everything in Modelling Suite, plus: up to 10 goals and 10 accounts tracker
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Funding accounts – Create cash or investment accounts, set balances & expected returns; edit or remove anytime.
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Goals setup – Add goals with target amount/date; link/unlink one or many accounts per goal.
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Contributions – Record one-off top-ups or set monthly auto-contributions from a chosen account.
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Projections & gaps – See projected growth, funding gaps, and estimated time-to-target.
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Progress & status – Milestones, %-funded indicators, and at-a-glance goal health.
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Filters & views – Quickly find goals or accounts and focus on what matters.
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Insights – Goal-level and portfolio-level summaries to spot shortfalls and trade-offs.
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Cloud-sync (CMS) – Data is saved to our CMS for reliability and cross-device access, with full delete control.
Wealth Advisor
Advisors who want to share client-ready analyses and dashboards without Grow My Wealth (GMW) branding.
$20
per month
🏁 Full feature access plus:
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GMW logo completely removed
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No 'Contact Us' prompts to GMW
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Clean advisor presentation mode
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Client-ready professional interface
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Neutral, branded-free environment
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Perfect for advisor-client meetings
Note: This is not a full White-Label
Advisor Mode as it doesn't add your custom branding. It provides a clean, neutral interface perfect for professional presentations without external distractions.
Wealth Builder
(Free)
Start your journey to financial success with access to advanced calculators, financial insights, and a supportive community—all for free. Track your progress, earn rewards, and take the first step toward smarter financial planning as a Wealth Builder
✅ Access to Advanced Financial Tool
✅ Private Telegram Community
✅ Free Financial Health Report
✅ Exclusive Webinars (Discounted)
✅ Financial Coaching
Wealth Elite
(By Invitation Only)
Exclusive to my advisory clients, Wealth Elite offers personalized financial planning, expert portfolio reviews, and advanced investment strategies. Gain access to pro-level tools, tax and business advisory, and one-on-one expert guidance to accelerate your financial success
⭐ All Benefits under Wealth Builder
⭐ Access to Pro Financial Tools and Crypto 123
⭐ 1-on-1 Financial Advisory Support
⭐ Monthly Portfolio Performance Review
⭐ Personal Tax Planning Advisory
⭐ Exclusive Webinars (Free)
⭐ Exclusive Network to referral services
⭐ Exclusive to Business Owners & Founders
🔸 Business Strategy Advisory (includes Web 3)
🔸 Yield-Enhancement Solutions
🔸 Corporate Tax Planning
🔸 Corporate Compliance Advisory
🔸 Employee Benefits / Retention Design
