Understanding your cashflow and setting goals should be the first step to managing your overall financial health.

Overview

To help you to control your finances and maximise your borrowing power, we have implemented a wealth management platform to make your life easier. The platform allows you to connect all of your bank accounts, credit cards, loans, properties and super funds to a single, secure dashboard. You can also create goals and reports and monitor your expenses which will be automatically categorised for you.

Why should I use this service?

More than ever, it’s important to track your money particularly when you’re seeking credit from a lender. This platform allows you to see all of your money and assets at a glance. It will also proactively help you keep track and get into good financial shape. Think of it like a fitness tracker for your finances! We recommend using this platform often before and after securing finance.

It helps us help you

Using the platform also helps us to stay up to date with your needs. You can share information with us quickly which makes providing the right advice at the right time easier. You always have complete control of what is being shared and what is not.

You can find out more and subscribe HERE

Features

  • A Financial Fitness app for Apple or Android
  • Automated bank, fund and investment feeds – over 600 institutions available
  • Property valuations via Core Logic
  • Goal setting and charting
  • An automated monthly living expense analysis
  • A weekly Financial Fitness summary via email
  • Net wealth and Incomings/Outgoing analysis
  • Bank level encryption and security

Plus, coming soon – an additional rate tracker service where you are notified when your rate changes. (And if we don’t like it, then we can see if we can do something about it!)

Find out more and subscribe HERE!