Portfolio insight, planning foresight
Example
Own a home or a rental? See what each month leaves you and the tax if you sold. Drop in your statements and we draft your properties and loans for you to check. If you're buying, try the free borrowing power calculator.
Personal, $49 a month. 14-day free trial, no credit card required. When it ends, results and changes stop until you choose to pay.
An accountant, broker or adviser? See how firms use it, or Create account on Business.
What would I keep if I sold?
What is left once the loan, the selling costs and the tax are paid. The tax is an estimate under current law.
How do my records get in?
From your statements, as PDFs or photos. Each figure shows the page it came from, and nothing changes until you apply it. Or add a property yourself.
What will the year leave me?
Each financial year's money in and out, and its estimated tax, step by step.
Is my suburb holding up?
Your suburb, from public figures such as the Census.
Will the rent cover the month?
What an average month leaves once the rent is in and the bills are paid.
What is my home worth, and how has it done?
Each home's PropRetire value is an estimate from your own value and local market data. It sits beside yours, dated.
How does it compare with the next suburb?
A suburb's score out of 100 compares it with the rest of its state. Compare up to four.
What if rates keep rising?
Pick a rate rise and see, year by year, whether your cash still covers the bills.
Is my information safe?
You see your records, and on Business so does your firm. The two founders open them only to run the service. A report goes only to the people you choose. Once a document you drop in is read, we don't keep it.
Read the security page.