Family Financial Portal

Get your financial journey back on track with a personal wealth app that helps you to manage your full financial picture. 

Take control over your budget, build your wealth and have direct access to leading financial professionals to help achieve your financial dreams.

Highlights include:
• Have instant access to your financial position, net worth and cash flow.
• Monitor your income and expenses across different financial institutions all in the one place.
• Have unlimited access to ‘Better than Bank level Security’ to store all your important documents in the Cloud (eg. Wills, Mortgage Documents, Financial Plan, Lease agreements).
• Create and set goals to help achieve your financial dreams• Save time on your tax returns with a purpose-built wizard.
• Easy budgeting options which allow you to automatically track and categorise your expenses into your preferred category/ies.
• Direct access to leading financial professionals including Financial Planners, Accountants, Mortgage Brokers and Solicitors to assist with all aspects of your financial journey.

(Logbook function will use location background mode, which may dramatically decrease battery life)