Wealth Tracker

Our Wealth Tracker is the perfect way for you to manage your finances on-the-go.

You can link various assets and liabilities and view your net wealth or auto-categorised transactions from your bank accounts – all in one place. Within the app, you can set and track budgets and goals to help you get a handle on your cash flow. And while we will also have access to your account – we will not be keeping an eye on every transaction you make.

By using the Wealth Tracker, our aim is to help you become a conscious spender by understanding where your money goes. We strongly encourage all of our clients to utilise this program, either on desktop – or via the mobile app – and we also offer the Wealth Tracker to those just starting out who may not be quite ready for the advice process.

If you’d like to speak to us about taking the first step to improving your financial wellbeing, please fill in the form below.