Establish your Wealth Portal & Electronic Document Vault

From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy-to-use cash flow and budgeting features.

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.

Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.

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.

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.

Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

More than just budgeting, use your portal to securely store important documents for easy collaboration.

Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.

Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.

Your portal can do much more! Whatever your needs, we’re just a few clicks away.

Add any properties you own to your wealth portal for online valuations and detailed reports to help you track your property and suburb’s performance.

Don’t let rent statements pile up. Add your property manager as a team member so they can email rent statements directly to your portal.

Organise your purchase documents, depreciation schedules, home insurance, and any other property-related documents by storing them in your portal.

Create goals to find out what you can buy right now or how to reach your desired equity, and track your progress towards buying your next property.

Tag and filter property-related transactions as tax items. Upload receipts and attach supporting documents.

Use the portal’s To-do functionality to create tasks and set reminders for yourself and your team.