About Financial Portfolio
Built to bring the whole picture together.
Financial information can become scattered over a lifetime. Financial Portfolio gives it structure, context and a place to belong.
Our founder
Sana Hosseini
Australian mortgage broker.
Business owner. Product creator.
Financial Portfolio was founded by Sana Hosseini, an Australian home loan mortgage broker and businessman with more than 23 years of experience in the finance industry.
Sana is a Director of the Mortgage & Finance Association of Australia (MFAA). His work across finance and business has informed a practical interest in making complicated information easier to organise and understand.
He is also the creator of the Mortgage Repayment Calculator and a co-owner of Platfio, an all-in-one agency management software platform.
“I created Financial Portfolio to help Australians bring scattered financial information together, stay organised and ensure their loved ones are never left in the dark.”
Sana Hosseini · Founder, Financial Portfolio
The thinking behind the product
Make the records useful to the people who need them.
Financial information rarely stays in one place. A property may have a mortgage, several owners, a policy and papers held in different folders. The number alone cannot explain that relationship.
Start with the facts you can check.
Financial Portfolio is designed around records you enter and maintain. Add a value with its date and source, then connect the people, obligations and documents that give it meaning. A recorded figure should be easy to revisit when a newer statement arrives.
Share context deliberately.
Family members and professionals need different levels of information. The product lets an owner choose which sections a read-only viewer may see and share documents explicitly. A portfolio record helps people find and understand information; it does not replace legal authority or professional advice.
Explore family use cases
Why we’re here
Clarity for you. Context for the people you trust.
FINANCIAL PORTFOLIOpicture
See your position
Bring assets and debts into one picture so you can understand the figures you have recorded.
Explore the dashboardFINANCIAL PORTFOLIOFamily home
Organise the detail
Connect ownership, documents and professional contacts instead of scattering them across spreadsheets and folders.
Explore the document vault
Selected accessRead-only sharingKeep others informed
Choose what to share with family or professionals, so important information is easier to find and explain.
Explore sharingWho founded Financial Portfolio?
Sana Hosseini founded the product. He describes its purpose as helping Australians bring scattered financial information together and make it easier for loved ones to understand.
Why was this Australian wealth tracker app created?
The product was created to bring assets, debts, ownership relationships, policies and supporting records into a connected financial picture, especially when spreadsheets and folders become hard to explain.
Does Financial Portfolio provide mortgage or investment advice?
No. The website describes an organisation and tracking tool. The founder's finance background does not turn portfolio summaries into personal financial, legal or tax advice.
Start with what you have
Bring your financial life into focus.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.