Inner Wealth is a personalised app that helps you manage your entire financial world all in the one place.
Ever wondered if you are progressing with your finances or on track for the big financial goals you have set yourself. The solution is Inner Wealth. Inner Wealth allows you to view your net worth, create budgets, sets goals and store all your information in the one place. The app has bank level security, so your data has never been safer.
Highlights of the Inner Wealth app include:
- Syncing assets and liabilities to understand your financial position.
- Creating budgets, tracking spend (using auto-categorisation) and managing your cashflow.
- Setting financial goals and tracking your success.
- Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
- Giving guest access to trusted family members & finance professionals.
- Saving time when submitting tax returns, with tax tagging and a purpose-built wizard.