Your Wealth Portal
Take control of you 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.
Multiple finances in one place
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.
We provide an ongoing service to review your home loan and credit rating and assist in cash flow budgeting, goal setting and the monitoring of your wealth and finances through our Personal Wealth Manager app.