Wealth Tracking Software

A software tool that pulls together your super, property, loans, investments, insurance, and wills into one place so you can see your total net worth. Designed to give families a complete financial picture and peace of mind.
So we've found some unbelievable software which I think is going to be a huge benefit to you and your family, especially when it comes to tracking your wealth and measuring your wealth. We always have said, if you're not tracking your wealth, if you don't know what your financial net worth is, you have no idea what you're doing. It's kind of like a cockpit in an airplane. If you don't know what your altitude is or your fuel gauge is, how do you know how well the plane's faring? And so just like any weight loss goal, if you don't know what your current weight is and what your goal weight is, how do you know if you're on the right track to achieving that fitness goal of yours? So let's apply all that to your finances. You should know your financial net worth. And what this software does is it tracks your whole financial life on one screen. It tracks your super balance, your property price, your home loans, all your other investments, any other debts you've got all there on one screen. So your accountant can see that screen. If any of you have another financial planner, they can see that screen. So your whole life on one screen for you to track. And it measures your net worth every single month. It measures your property prices, whether or not the property has gone up or gone down in value over the last 30 days, 60 days, 90 days, but also your loan balance. And we can do some great things. There is have all your insurances uploaded there, your wills uploaded there. So what this software is, it's like Dropbox for your whole life. It's got everything about your financial life in one little portal which you can log into, you can have all your financial service professionals log into. It's just there for you. And you can have that peace of mind saying if anything was to happen to you, everyone knows where everything was at, everyone knows what your insurance premiums are, everyone knows who your loans with, everyone knows where your will is very, very important to get your financial life sorted and have all your shit in one place.










