Wealth Portal

Visit the Wealth Portal

All your assets and liabilities are conveniently in one place
Auto-categorised transactions to track your spending
Live data feeds for property, vehicles, shares and super.
Store important documents, such as wills, group certificates, health benefit documents or tax summaries
Secure, easy digital management of your funds.

Store Everything

Store everything
in one place

Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multifactor authentication on your wealth portal for further peace of mind.

Budget

Budget is a
breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Tax Time

Tax time?
Piece of cake!

The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.

Transactions

Transactions

Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Manage Property

Manage your
property

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.

All Devices

All devices.
All the time

Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.

Stay In Control

Stay in
control

Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.

Digital Document

Digital Document Signing

Sign those important documents digitally on any device.