Wealth Tracker
Set yourself up for success on mobile and desktop with access to an all in one financial portal. The WealthTracker is a simple, easy to use tracking tool where you can manage all your finances in one place.
Connect all aspects of your financial world in one place – bank accounts, loans, shares, superannuation, property, insurance, estate planning.
Manage your cashflow by tracking your spending direct from your bank accounts. Store all important documents, make tax time a breeze and have access to a snapshot of your whole financial world at your fingertips. The WealthTracker gives you control and makes managing money easy and fun.
Already have an account?
How It Works
Finances at your fingertips
Access your finances anytime, anywhere via your personal wealth app. Understand your spending, set targets, and track your goals in one convenient location
Establish your net worth
Start with completing your net worth by adding all your assets into the app.
Track your success
Stay up to date with live data feeds with leading financial and investment platforms, then track every dollar with reports and cashflow and budgeting tools.
Store your documents
Upload and store all your important documents in your secure portal, including wills, insurances, receipts and rental statements.
Frequently asked questions
- Not at all! The app has both free and premium subscriptions available and is included in your membership package.
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