From $49 a month.
Personal
| Size | Monthly | Annual | Annual saves |
|---|---|---|---|
| 1 portfolio | Monthly $49 | Annual $439 | Annual saves $149 |
14-day free trial, no credit card required. Personal is for an investor planning their own properties, loans, income and super, in one portfolio.
Business
| Size | Monthly | Annual | Annual saves |
|---|---|---|---|
| 1 adviser | Monthly $399 | Annual $3,599 | Annual saves $1,189 |
| 5 advisers | Monthly $800 | Annual $7,199 | Annual saves $2,401 |
| 10 advisers | Monthly $1,500 | Annual $13,499 | Annual saves $4,501 |
30-day free trial, no credit card required. Business is for advisers, accountants, buyers agents and mortgage brokers, and each adviser in the business adds 50 clients. It has everything in Personal, and adds clients, information requests and reports sent.
What each plan includes
1 of 13
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Portfolio position
Where do I stand today?
What you own, what you owe and your net position today, and what moved it since the last month end. Read the portfolio position guide.
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Current cashflow and cash forecast
What is left each month, and when could cash run out?
Current cashflow shows what an average month leaves over. Cash forecast carries each legal owner's cash forward and says when it runs out. Read the cashflow guide.
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Refinance
Is switching this loan worth it?
Refinance compares a loan as it stands with proposed terms and costs, and says what switching does to repayments, debt and cash over the years. Read the refinance guide.
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Stress test
What if rates or income change?
Stress test raises rates or spending, or cuts income or rent, and says whose cash runs out under the change and how much more it would need. Read the stress test guide.
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Purchase
What would this purchase do to cash and retirement?
Purchase works out your cash with and without a property you might buy, then what the purchase does to debt and the retirement plan. Read the purchase guide.
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Financial year review
What happened last financial year?
Completed financial years side by side, with each year's net cash result and equity at 30 June, and a spreadsheet for your accountant. Read the financial year review guide.
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Retirement
Can I afford to retire, and for how long?
A retirement plan tops cash up each month and shows whether it lasts when you keep or sell what you own. Read the retirement guide.
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Suburb research
Where should I buy or hold?
Find a suburb on the map, open its analysis and compare suburbs. Each score from 0 to 100 ranks it against suburbs in the same state. Read the suburb research guide.
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Download PDF
Can I keep a copy of a result?
Each report downloads as a PDF, with its definitions printed as numbered notes in Appendix A. Read how to check a result.
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Two-step verification
Is my account safe?
A passkey or an authenticator app as well as your password. Business needs it before clients open, and Personal can turn it on. Read the account guide.
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Clients
Business only
Which client needs me first?
The client list puts who needs you first and shows what each client is waiting on. Each adviser adds 50 clients. Read the clients guide.
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Information requests
Business only
What have I asked for and what came back?
A secure link asks a client to check their records. You accept each record they send back, keep yours or ask again. Read the information request guide.
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Reports sent
Business only
What have I sent?
A report reaches a client behind a secure link that needs no account. You can send the link again or end access. Read the reports sent guide.
Before you start
Can I change plan later?
No. Personal or Business is chosen when you register and does not change, so compare what each plan holds and who will use the account first. Read the FAQ.
What happens when the trial ends?
Access ends when the trial ends unless a payment method has been added. Read refunds and cancellation.
Can I cancel?
Yes, from Billing at any time. Access runs to the end of the period already paid for, and your records stay in the account until you delete it. Read refunds and cancellation.
Can I get a refund?
An annual subscription cancelled within 14 days of its first payment is refunded in full. A monthly subscription is not refunded for the unused part of a month. Read refunds and cancellation.
How many clients can a business hold?
Each adviser the plan holds adds 50 clients. The account that created the business can increase the size from Business in Account. Read the clients guide.