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Our online portal (available via the app/play store or via computer) is valuable for everyone including:

  • Clients who need assistance with cashflow by automatically tracking and categorising their spending via their live bank feeds.

  • Clients who want to see if they are on track for achieving specifical goals automatically and in real time. 

  • ​Clients who want to be able to collaborate across a range of professionals such as us and their accountant.

  • Clients who have complex and diverse financial situations where tracking via a single hub is highly valuable and time effective. 

  • Clients who value security. The portal is more secure than sending documents via email and uses the same 256- bit encryption that banks use to protect your private details.

  • Clients that have investment properties and want their documents (such as rental receipts) automatically stored in one area making it easy for tax time. 

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