introducing your

Wealth Portal

Because I want to be at the beach and still be in control!


Making smarter decisions

Everything is in one place! Having live updates of your financial world all in one place means you’ll be able to take control of your finances and make timely decisions with your adviser.


Staying on track

You can use the portal’s budgeting tools to set a savings goal and watch your progress live on a month to month basis, ensuring that you smash those short-term goals. Automate the tracking of your expenses so you can make sure the household is running smoothly so you can focus on paying down the mortgage or saving for those school fees.


Save time

Rental statements are automatically saved and categorised, transactions are flagged for the accountant, linking your receipts so that tax time becomes a matter of hitting a button.


Peace of mind

Less stress because your Wills and other important documents are all in the one place so your Executor can do what they need to do if the unthinkable happens.


Let’s take a closer look

  • Wealth Checkup

    Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and stay on track with goal setting.

  • Set and Track

    Automatically categorise your expenses so that you can see where everything is going, making it easier to track your expenses.

  • Wealth Snapshots

    Snapshots displays your net worth (what you own minus owe) at the end of each set period. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically.

  • Property Sorted

    Live data feeds track your property and suburb performance, while your property management reports are organised automatically and ready for your accountant.

  • Say Goodbye to Archive Boxes

    Cut out paperwork. Upload all your important documents to your secure cloud storage which can be shared with your other members of your finance team.

  • Tax Time? Piece of Cake

    With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you...end of financial year just got easier.

  • All Devices, Anywhere

    Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7.

  • Stay in Control

    Set & receive notifications, goals & use the calculator, stay on track and achieve your targets quicker. Your savings goals couldn't get any easier as the goal calculator lets you visually watch your money grow.

  • Budgets Become a Breeze

    Say goodbye to spreadsheets. Instant budgets created around your spending. You're in control as you have the ability to set limits on categories.

Let us know how we can help