Your wealth portal empowers you to make the most of your finances. Powered by live data feeds, the wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. You can manage your entire financial world in one place.
Starter wealth portal subscriptions are free. For a more comprehensive experience, upgrade your to Pro at any time.
The Free subscription gives you access to the following:
The Pro subscription gives you access to the following:
Set goals and budgets, then track transactions. Every spend is automatically categorised so you know exactly where your money is going. Adjust categories to fit your lifestyle and check in regularly with monthly reports. Whatever your ambitions, we’ll help you get there.
Thanks to live data feeds from prominent financial institutions, your details are always up to date. Get a real-time, comprehensive snapshot of your entire financial world, with regular insights to track how things are evolving.
Store all your important documents in the cloud, including wills, insurances, receipts, and rental statements.
All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.
Partners with Australia’s leading data providers to ensure that your information is always up to date.
Property down pat
Receive free appraisals of your home & investment properties. Live data feeds track your property & suburb’s performance.
know your vehicle
Receive free valuations & performance ratings on your vehicle.
build your a-team
Give guest access to your accountant, property manager or even your lawyer & select what they can view / control.
It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now, get a free property appraisal from a local property expert, get home loan pre-approval and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.
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 property commands to help you manage your property effectively.
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
detailed property reports
Get a free, simple, no obligation detailed property report online completed by an MP certified local property expert.
Snapshots displays your net worth (what you own minus owe) at the end of each calender month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Kwidz is a mobile app designed to introduce kids ages 8 to 16 to the fundamentals of personal finance, including setting savings goals, viewing transactions, and tracking their success.