Enter all your assets and liabilities into the portal so they are conveniently in one place, updated values are at your finger tips. You can see everything you need at once.

Have your day-to-day spending auto-categorised to easily see where you are spending your money. Use our tags to track important tax items and personalise, manage & reflect your financial life. Customise reports to view your spending.

Take control of your spending by using live bank transactions to setup your budget, say goodbye to spreadsheets. We can help setup your budget and keep an eye on your spending and set limits on each area.

Live up to date free valuations track the value of your property and vehicles, giving you a current Net Worth.

Cut out paperwork. All documents are save in the one secure place, documents can be uploaded from your phone or computer (e.g. receipts, depreciation schedules, contracts etc.)

Give your trusted advisors access to your financial world such as your accountant, property manager, broker or even your lawyer. Your portal enables you to share documents in a secure environment and select what they can view, saving time emailing documents back and forth. This can make refinancing and loan applications a quick and easy task as all your information is live and in the one place.

Tax time is a breeze! Using the portal throughout the year makes the end of the financial year easy and puts an end to any stress! With the ability to tag & filter transactions as tax items, upload receipts as you make purchases & upload documents required for tax record keeping. Everything can be download in one report for your accountant.

Send a request to your property manager to receive rental statements directly into the portal and linked to your property file. Upload documents & receipts online or via your phone. Keep all documents such as purchase contracts, rental agreements and depreciation schedules all in the one place and link to the relevant property file.

Get your financial world sorted and be in control. Set & receive notifications, set goals and stay on track to achieve your financial targets quickly. Set saving goals with the goal calculator and watch your money grow.