Manage my Spending
- See where your money goes each month
- Manage your bills
- Create a budget and track against it
- Find possible tax deductions
- Compare your spending to other people like you
Save & Invest
- Set goals for the things that are important to you
- See how much you’ll need to set aside and whether you can afford them
- See the effect of inflation and investment returns on your goals
- Link an account and track your progress, automatically
Manage my Debt
- Connect your credit cards and loans
- See how your current repayments affect your debt over time
- See the impact of extra debt repayments
- Build a plan to pay off debts in the order you select
- Track your progress over time, automatically
Own my Own Home
- Estimate all the costs based on property prices, stamp duty and transaction costs
- See what government grants and concessions you are entitled to
- Maximise your Saving Capacity and what you’ll have for a deposit
- Maximise your Borrowing Capacity and get tips on improving the chances your loan will be approved
- Get notifications and reminders to help you stay on track
Protect my Family
- Track the details of your insurance policies for your family
- Record things like the policy number, policy owner, sum insured and renewal date
Plan for Retirement
- Connect your superannuation account and track your balance automatically
- See the impact of things like changing your investments, contributions and your retirement age on your retirement savings
- Estimate the impact of making an early withdrawal for things like COVID-19
Sort my Affairs
- Get your affairs in order by creating Wills for you and your partner
- Make as many updates, as often as you like
- Get reminders to review your Will and update it when things change
- Get a referral to a lawyer when you need extra help
- Available to customers on Plus Annual and Partner plans
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