MyWealth Portal

TAKE CONTROL OF YOUR FINANCES WITH A PERSONAL WEALTH PORTAL

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.

myWealth portal helps you:

  • Have everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.

  • Always keep up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms.

  • Auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

  • Make tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.