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.