We’re delighted to announce that we have introduced a great new platform to help you manage your
entire financial world – at home and on the go.
Why you’ll love it
• Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment
loans and so much more to easily track and manage your finances.
• Always up to date: View your self managed super funds from the portal and upgrade to a Pro account
for live property and investment data feeds.
• Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals
and getting a full picture of your income and expenses a breeze.
• Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from
transactions to receipts) securely online.
• Digital document signing: sign your important documents electronically, on desktop or through the
mobile app. All documents are stored in your wealth portal for easy access.
The starter pack is with our compliments however it only allows manual uploads to keep on track. There is an option to upgrade to the automated system at any time which is payable direct to the platform owner. If you are a client then talk to us about how you get the automated service on us!