MyWealth Portal

Unlock financial mastery with your own Wealth Portal.

Welcome to your new financial command centre. Achieve success with powerful organisation, analytics and collaboration tools at your fingertips.

The myWealth portal helps you:

  • Centralise your finances: Consolidate your credit cards, bank accounts, properties, car, home loans, investments and more to effortlessly track and manage all your finances in one place.
  • Stay up to date: Upgrade to a Pro account to enable real-time property and bank feeds from leading financial platforms.
  • Simplify budgeting: Utilise auto-categorised transactions and powerful budgeting tools to easily set goals and gain a comprehensive view of your income and expenses.
  • Streamline tax time: Use our specialised tax tools to track, tag and securely store all relevant tax information from transactions to receipts, making tax season a breeze.

Login to MyWealth Portal