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Your finances at your fingertips
Make smarter decisions with your adviser
Plug in all your assets and liabilities for a real-time, consolidated view of your entire financial world. Everything is in one place!
Track your success
Your wealth portal’s powerful budgeting and cashflow tools let you set goals, track your spending, and see how you’re stacking up.
Live your potential
Upload your wills, insurances, rental statements and other important documents so you and your loved ones know where everything is.
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan
Your transactions are automatically categorised to allow you to easily see where you’re spending money
Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month
Live data feeds track your property and suburb performance
Say goodbye to spreadsheets. Instant budgets created around your spending. You're in control as you have the ability to set limits on categories
Cut out paperwork. Forms are automatically completed important documents (e.g. receipts, wills, contracts etc.) so you'll never misplace them again. You can also view & all your insurance too
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
Receive personalised tips & suggestions to help you improve your financial situation
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 let's you visually watch your money grow
Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7
Revolutionise the way you manage your finances by having all your assets and liabilities in one placelearn more
Make smarter financial decisions based on our quality advicelearn more
Tailor a lending strategy to achieve your goalslearn more
Get expert support managing your superannuation, or self managed super fund (SMSF)learn more