afa_identity_landscape.png

Your free wealth Portal

TAKE CONTROL OF YOUR FINANCES WITH A PERSONAL WEALTH PORTAL

Say hello to your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

Your wealth portal helps you:

  • Have everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.

  • Always keep up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms.

  • Auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

  • Make tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.