Your financial world in your pocket


Your financial world in one place

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.


Link Accounts

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.

Budgets are a breeze

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.

Property and Vehicle information

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

Portal and App Features


Reduce paperwork filing

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.)


Share with your Advisors

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 made easy

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.

Manage your investment property

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.

Stay in control

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.

Simple and Flexible Pricing

Choose a plan that fits your needs best

Enquire below and we will send you an invitation to the Pocket Wealth portal.