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How can the MetaWealth investment plans help you achieve your financial goals?

MetaWealth

May 30, 2023

We are thrilled to announce that, in response to the overwhelming demand from our beloved MetaWealth community, we have introduced a fantastic new feature to our app: Investment plans and calculators! These tools are designed to help you plan your financial future in a simple and hassle-free way.

Planning for your financial future with MetaWealth

If you've ever wondered how much you need to save and invest to reach a certain level of passive income or retire early, MetaWealth investment plans can provide the answers you seek. Whether you prefer a rigorous approach or a more relaxed one, our plans can assist you in reaching your financial goals.

How can the MetaWealth investment plans help?

There are two ways in which you can use the MetaWealth investment plans can support your financial future. 

  1. Setting up Income goals

Suppose you have a specific passive income target in mind, such as earning $1700 per month from our fractionalized real estate assets. Using the "Set Income Goal" tab in our Investment Plans, you can determine how to achieve your desired income.

By adjusting the sliders for income goal and duration, you can see how your monthly contribution will change. For example, to reach $1700 passive income per month, you would need to invest $3,553 per month for 10 years.

screenshot of metawealth investment plans to set an income goal

 

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  1. Find your income goal

If you are uncertain about your desired passive income goal and prefer to discover how much you can expect based on your monthly contributions, the "Find Income Goal" tab is ideal. Here, you can specify the amount you are willing to invest monthly and explore potential financial goals.

By adjusting the sliders for monthly contribution and duration, you can see the potential passive income and the total wealth generated after the specified period. This information can guide you in selecting a suitable financial plan.

screenshot of metawealth investment plan to find an income goal

For example, in the screenshot above, you can see a calculation for a monthly recurring investment of $1,000. If you were to invest $1,000 monthly with MetaWealth in assets that provide the average ROI we are working with, for 10 years, you would stand to earn a passive income of $479 after the period of 10 years ends.

You can also see the total amount of wealth generated after 10 years with this monthly contribution, which is, for this example, $189,315.   

If you click on the button Overview Plan and Activate, this will show you a more detailed view of how your investment would evolve thanks to time and compound interest. Just like in the screenshot below.  

screenshot of metawealth investment plans projection for 10 years returns

Activating your investment plan

Once you have found a financial plan that aligns with your goals, you can activate it by clicking on the "Activate Investment Plan" button. Activating the plan will set up reminders and calculations to keep you on track, but it will not automate any transactions or investments on your behalf.

You will receive monthly reminders to make your investment, and you can monitor your progress toward your financial goals within the MetaWealth app. It's essential to remember that you are responsible for making your monthly investments and reinvesting any passive income generated from your real estate investments.

screenshot of metawealth investment plans activation

Important: Activating the Investment Plan will not automate any transactions for you. We will not make investments on your behalf, but simply activate a set of reminders and calculations to keep you on track. 

In the end, it’s still you who needs to return to the MetaWealth app and make your monthly investment. In time, the passive income you generate from your real estate investments will also accumulate in your in-app wallet, and you will need to reinvest it as well.

If you miss one month’s contribution, no problem! You can just make up for it in the following months, on your own terms and schedule. The plan will only serve as a reminder and provide you with the overview of your financial decisions and how they impact your long-term goals. 

How are you planning for your financial future? 

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