Wealth Portal

Want to know how healthy your finances are? The Wealth Portal helps you keep track of your finances all in one place.

Register     Log in

screens

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.

Image

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.

Image

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.

Image

Manage your Property

Your property manager can integrate your Management transactions, documents and Receipts, all uploaded online.

Image

Free Wealth Check

Get a summary of everything you own and owe. See your future wealth projections and review your financial priorities.

Image

Monthly Wealth Snapshots

Reports created each month of your net worth to show how you are tracking to plan.

Image

Budgets become a breeze

No more spreadsheets, instant budgets are created around your spending. You have control to set limits on each category

Image

Auto Categorisation

Transactions are automatically categorized to allow you to easily see where you’re spending money.

Image

Stay in control

Create goals, set and receive notifications and use the calculator to stay on track and achieve your targets quicker.

Image