PERSONAL WEALTH REDEFINED

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.

Wealth Portal Subscriptions

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:

  • Build your balance sheet / net worth
  • Initial online home valuation
  • Initial online motor vehicle valuation
  • ASX shares feed
  • Comprehensive wealth report
  • myteam: Create a group of experts
  • Manual bank, credit card, loans, and super balances
  • Basic reports

The Pro subscription gives you access to the following:

  • Live bank feeds (loan & account-tracking technology)
  • Live data sources (RP Data & Redbook)
  • Track property portfolio performance
  • Landlord tools & investment reports
  • Tax time made easy
  • Auto categorisation of transactions
  • Budgeting tools
  • Cloud storage
  • E-document signing

Features

Budget on the go with the app

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.

Stay on top of every dollar spent

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.

Beyond finances, your wealth portal helps you get your life organised

Store all your important documents in the cloud, including wills, insurances, receipts, and rental statements.

Everything in one place

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.

All the latest data

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.

Time to buy property?

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.

Like what you see?

Manage your property

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.

Free wealth check

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.


wealth snapshots

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.

Auto categorisation

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.

meet kwidz - the finance app for kids

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.

Ready to take control of your finances?