Wealth Portal

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.


Budgets become a breeze

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


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.


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.


Stay in control

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