SIGN UP TODAY FOR THE FREE VERSION OF THE FINANCIAL APP
This ALL IN ONE Money Management Platform allows you to simplify your finances and control your money flows without the hassle of traditional budgeting systems.
This powerful financial app is changing the landscape of Personal Money Management as we know it. Click the button below and get started for FREE right away!
Get Your Financial World Organised
Take back control, and stay on track with your money – at home and on the go. With your very own Personal Wealth Portal, you will find managing your entire financial world a breeze.
This robust money management tool is jam packed with tons of features to help you move from concerned to confident with your money.
and Your Loved Ones
With our Bank Level Security, you can be confident that your important information is safe. Store all your important documents in the cloud, including wills, insurances, receipts and rental statements. Keep track of all your banking and investment accounts in one easy location.
Don’t have a will? Generate a legally binding will, drafted by a leading estate planning law firm, and automatically populate it with your portal data.
every dollar spent.
Thanks to live data feeds from prominent financial institutions, your details are always up to date.
Get a real-time, comprehensive snapshot of your entire financial world including regular insights to track how things are evolving and free valuations track the performance of your property and vehicle.
Stay on Track.
Manage money on the go.
Set goals and budgets, then track transactions from any device. Every spend is automatically categorised so you know exactly where your money is going.
Link all your accounts and adjust categories to fit your lifestyle and check in regularly with monthly reports. Whatever your ambitions, we’ll help you
Let’s face it; you’re a clever cookie when it comes to financial apps – but everyone needs that little bit of ongoing support and accountability. We offer options for you to interact with a professional money coach through the app and/or through our 1:1 Mentoring.
Try the financial app now and see how we can help you enhance your money well-being.
$37 per month
Experience our holistic approach in helping you achieve a healthy relationship with your finances.
Coaching & Support
Best option to get organized, simplify your money and get on track.