Your wealth portal
Say hello to your financial world's new command centre. Set yourself up for success with the portal's powerful organisation, analytics, and collaboration tools.
Keep your finances organised
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Track your spending, create new habits
Whether you're spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.
Stay on target with monthly reports
Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Build your A-Team
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Make smarter decisions
With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.
Reach your goals
Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.
Everything you need, in one place
Live feeds for a live view of your financial world
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Goal calculators to achieve your goals
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property, estate planning & more
Your portal can do much more! Whatever your needs, we're just a few clicks away.
Whether you're looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.
Your security, our top priority
Layers of security are embedded
throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.
Some of the features include:
- All your assets and liabilities conveniently stored in one place
- Auto transactions categorised to track your spending
- Live data feeds for property, vehicles, shares and super
- Store important documents, such as your group certificates, health benefit documents & tax summaries
- Secure, digital management of your funds