Say hello to your financial world’s new command centre!
Set yourself up for success with our powerful organisation, analytics & collaboration tool - the FinancePath Wealth App.
Whether you are looking of peace of mind or a platform to reach your goals, the FinancePath app has the right features to get you there.
Features and benefits
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy-to-use cashflow and budgeting features.
Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.
Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Your portal can do much more! Whatever your needs, we’re just a few clicks away.
Know with confidence your information is safe!
Your portal is even more secure and enable multi-factor authentication.
We use the same levels of encryption as banks and other financial institutions.
As a read-only service, the wealth portal cannot be used to move or modify funds.
- Not all features are available by default. Contact the FinancePath team to increase your access level.
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