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The next generation finance app

How would you like all of your financial information at your fingertips?

Our Wealth Portal is an easy-to-use tool that brings together your income and expenditure, your investments and superannuation, to give you a real-time picture of your financial situation.


The Wealth Portal and app makes financial management easy, saving you time and energy while keeping you fully informed and able to make decisions that move you closer to your financial goals.


Compatible with IOS and Android phones, the Wealth Portal can also be accessed via desktop.

Say hello to your financial world’s new command centre.

Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

Wealth Portal

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Get in complete financial control

Discover what our new digital platform can do for you

Everything you need, in one place

Get a live snapshot of your entire financial world

Keep track of everything you own and owe with a live view of your personal finances.

Track your success and reach your goals

Whether you’re buying a property or saving to start a family, track your progress with financial goals.

Get easy access to your finance professionals

Connect with your adviser, accountant and property manager for easy access when you need them!

Save time with productivity tools

From managing documents to organising to-dos, your portal is packed with tools to make your financial life easier.


Use smart money tracking for better budgeting

Stay on top of your money with auto-categorised transactions and monthly budget reports.

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.

Whether you’re looking for peace of mind or a platform to reach your goals, your Wealth Portal has the right features to help you get there.

 Get in touch to learn more?

Or register your interest below to learn more and we'll get in touch with you!

What is your number 1 financial priority?
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