From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
More than just budgeting, use your portal to securely store important documents for easy collaboration.
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.
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
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.
Your portal can do much more! Whatever your needs, we’re just a few clicks away.
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
We use the same levels of encryption as banks and other financial institutions.
As a read-only service, the wealth portal cannot be used to move or modify funds.