Wealth Portal

Your personal wealth portal is where you can manage all your financial world. Take control of your finances by accessing all your important financial information in one place – your home, investment properties and rent statements, your car, bank accounts and even your super. Add your bank account and credit card using ‘my cash flow’. Track your spending by auto categorisation, instant budgeting.

And make tax time easy with simple tools to manage your transactions. Say goodbye to spreadsheets and shoe boxes, by uploading all your important documents, insurance policies, wills, lease documents, and receipts – stored securely in the cloud.

You can also connect with your financial professional if you are considering any financial products or services, using the ‘my financial review’ tool. And once you have added everything, you can generate detailed personal wealth reports, so you always know where you are at. So go ahead and get started now!

Here’s a brochure to find out more | Getting started – wealth portal quick guide


Find out more about the wealth portal (video)


Where you are – All your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more!

What you need – Easily identify the value of your investments and loans and keep track of your income and expenses.

Ongoing results – Generate reports, use personalised tools, create and track goals to revolutionalise the way you manage your financial world.












This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.