Your Personal Wealth Portal

All of your financial information in one place, 24/7

Register for our free Lite version and start using the Personal Wealth Portal to organise your financial affairs today.

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Australia's Most Powerful + Simple Online Financial Tool

One Convenient Location

What you own, owe, earn and spend all in one convenient location on the web. All your accounts in one place with one login. Credit cards, bank accounts, home loans and investment loans and more with real-time data feeds.

Cash Flow Management

Keep track of your cash-flow by always knowing where you're at and where your money is going. Your transactions are automatically categorised to allow you to easily see where you're spending your money.

Budgeting Made Easy

Say goodbye to spreadsheets. Instant budgets are created around your spending. You're in control as you have the ability to set limits on categories.

Goal Setting

Set goals and use calculators to stay on track and achieve your targets more quickly. Your savings goals couldn't get any easier as the goal calculator let's you visually watch your money grow.

Latest Data

We are partners with Australia's leading data providers to ensure that your information is always up to date. Live data feeds track your shares prices, property and suburb's performance.

Bank Level Security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practises are monitored and verified by Verisign and supported by McAfee Security.

Take control of your finances today

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Get Yourself Financially Organised Today!

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Schedule a free 60 minute meeting with John Menelaou to learn how you can become financially well organised.

Request a Meeting