All Your Financial Records

in one easy to access place

Your Personal Wealth Portal


Enjoy the benefit of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more.

Utilise a broad range of real-time data feeds including property, superannuation, and investments – anywhere, anytime and on any device.


Bank Level Security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practices are monitored and verified by Verisign and supported by McAfee Security.

Connect with your financial professionals in one convenient, online location.

Take control of your cash flow with income and expense categorising tools.


Make tax time easy by storing all your financial data including receipts, transactions and documents securely and with online convenience.


Store and access all of your financial information in one secure, convenient and online location.
How secure?



Talk to our friendly team about how to get started

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