Everything in one place
All the latest data
Property down pat
Build your A-team
Know your vehicle
Time to buy property?
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online.
You’ll also have access to special property commands to help you manage your property effectively.
Free Wealth Check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
Wealth Snapshots
Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.
Auto categorisation
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
Wealth Snapshots
Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.
Auto categorisation
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.