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
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in
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
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.*
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information.
Smart cashflow & budgeting
Experience pain-free budgeting
transactions, tags, and the ability
to create tasks and
Next-generation document management
More than just budgeting, use
your portal to securely store
important documents for easy
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.
Wealth Portal Starter
Starter Plan is free for our clients
- Access on all devices
- Initial Home & Car Valuation
- Digital Document Signing
- Wealth Report
Wealth Portal Premium
Starter Features plus...
- Initial Data Input and Full Ongoing Support
- Live Bank Feeds (Tracking technology)
- Document Storage (Everything in one place)
- Investment Property Management Tools
Wealth Portal Premium
+ Money Gym
Premium Features plus...
- A 15 minute phone call each month from one of our Money Coaches to keep you organised and accountable to your money goals.