Want to know how healthy your finances are? The Wealth Portal helps you keep track of your finances all in one place.
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 and more.
All the latest data
Partners with Australia’s leading data providers to ensure your information is always up to date,including property and suburbs performance as free vehicle valuations.
Time to buy property?
Set savings goals to buy your first property, discover how much equity in your current property and track progress towards your next home purchase.
Manage your Property
Your property manager can integrate your Management transactions, documents and Receipts, all uploaded online.
Free Wealth Check
Get a summary of everything you own and owe. See your future wealth projections and review your financial priorities.
Monthly Wealth Snapshots
Reports created each month of your net worth to show how you are tracking to plan.
Budgets become a breeze
No more spreadsheets, instant budgets are created around your spending. You have control to set limits on each category
Transactions are automatically categorized to allow you to easily see where you’re spending money.
Stay in control
Create goals, set and receive notifications and use the calculator to stay on track and achieve your targets quicker.