Take control of your finances with a personal 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 MANAGED
From property and bank accounts to loan repayments, insurance, asset management, and estate planning, connect all aspects of your financial world in one place for peace of mind financial management
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 cash flow 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 by us. Get updates on your budgets, goals, and tax deductions.
Build your A-Team
Invite family members and professionals, like your property manager and accountant, to collaborate. Assign permissions to control what they can view or change.
Make smarter FINANCIAL 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 55? Buy a second or third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you with retirement planning, portfolio investments and wealth management.
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
Layered defense
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.
More than just a budgeting app.
Your Personal Wealth Finances on mobile
EVERYTHING
YOU NEED
IN ONE PLACE
Track your financial health at home and on the go with our mobile app
Get a live snapshot of your entire financial world
Keep track of everything you own and owe with a live view of your personal finances.
Use smart money tracking for better budgeting
Stay on top of your money with auto-categorised transactions and monthly budget reports to help you manage your household finances and apply clever money managing tips.
Save time with productivity tools
From managing documents, organising to-dos, your portal is packed with tools to make your financial life easier.
Get easy access to your Finance professionals
Connect with your financial coach, financial advisor, accountant and even property manager for easy access when you need them!
Track your FINANCIAL success and reach your goals
Whether you’re buying a property or saving to start a family, track your progress with financial goals and make smarter financial decisions.
For more info on our funky new modern App, give us a call on (07) 3162 1449 or fill out the enquiry call back form here and we can have a chat – which costs nothing!