YOUR PERSONAL WEALTH PORTAL

Would you like to gain improved management and understanding of your income, investments and expenses? This new service does all that and more, so sign in today – it’s free.

You can add/update your information 24/7 and, finally, everything in one place.

Apart from managing your own data these tools help by:

  • Leading data providers automatically update investment data.
  • Updating property data for your residence and investment properties.
  • Providing valuations for your vehicle.
  • Analysis of the property market.
  • Providing a communications channel with your property manager.
  • Allowing you to give access to experts such as your financial planner and accountant.

FREE WEALTH CHECK

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

DETAILED PROPERTY REPORTS

Get a free, simple, no obligation detailed property report online completed by an MP certified local property expert.

WEALTH SNAPSHOTS

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

AUTO CATEGORISATION

Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

BUDGETS BECOME A BREEZE

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

NO MORE PAPER TRAILS

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts, wills, contracts etc) so you’ll never misplace them again. You can also view & manage all your insurance too.

TIPS PLEASE

Receive personalised tips & suggestions to help you improve your financial situation.

STAY IN CONTROL

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

STAY IN CONTROL

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

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