Your interWEALTH portal
Take control of your finances with your personal interWEALTH portal

Set yourself up for success with powerful organisation, analytics, and collaboration tools.

Everything you need, in one place

Everything you need, in one place

Keep your finances organised

From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

Next-generation document management

More than just budgeting, use your portal to securely store important documents for easy collaboration.

Track your spending, create new habits

Whatever you're spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.

Smart cashflow & budgeting

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

Reach your goals

Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.

Tools for tax, property, estate planning & more

Your portal can do much more! Whatever your needs, we’re just a few clicks away.

Your security, our top priority

Layered defence

Layers of security are embedded throughout the platform to ensure the safety of your financial data.

Bank level security

We use the same levels of encryption as banks and other financial institutions.

Your money is untouchable

As a read-only service, the wealth portal cannot be used to move or modify funds.