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Take control of your finances with a personal wealth portal. Designed to set yourself up for success with the powerful organisation, analytics and collaboration tools.

Keep your finances organised – 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 cash flow and budgeting

Stay on target with monthly reports – Stay on top of your goals with monthly financial health checks delivered straight to your 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 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.

"Say hello to your financial world’s new command centre"

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.

Live feed for a live view of your financial world – enable live feeds for a live comprehensive snapshot of your financial position. Watch as it evolves over time *

Next-generation document management – more than just budgeting, use our portal to securely store important documents for easy collaboration.

Cross-device to-do list for yourself & your team – create and assign tasks, set deadlines and reminders on both desktop and mobile.

Smart cashflow & budgeting – experience pain-free budgeting with auto-categories transactions, tags, and the ability to create tasks and attach receipts.

"Everything you need all in one place"

Tools for tax, property, estate planning and more – your portal can do much more! Whatever your needs, we’re just a few clicks away.

Goal calculators to achieve your goals – create goals and pair them with an account or credit card to understand how and when you can achieve them.

Tools for tax, property, estate planning and more – your portal can do much more! Whatever your needs, we’re just a few clicks away.

Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.

Layered defense and security measures are embedded throughout the platform to ensure the safety of your financial data.  We use the same levels of encryption as banks and other financial institutions to ensure security and as a read-only service, the wealth portal cannot be used to move or modify funds.

Let's Discuss Your Needs.

Are you looking for a genuine partner to help you drive the next stage on your financial success journey?
We would be delighted to discuss your requirements and objectives in person or over the phone to get to know your goals better. Please feel free to contact us or book an appointment to set up a no-obligation meeting with one of our financial advisors.