See policies together
Keep the details you record about different policies in one organised section.
Insurance overview
Know where your insurance information lives.
Organise policy details, renewal dates, recorded cover and beneficiaries alongside related assets and documents.
See policies together
Keep the details you record about different policies in one organised section.
Keep renewal dates visible
Record the dates you need to review instead of relying on finding an old email.
Policy recordBuilding & contents
Keep your policies in view
What does the insurance overview feature do?
Insurance records bring policy information together with the people and assets involved. Available fields include provider, renewal date, premium, payment frequency, cover and excess details, with fields that vary by policy type.
Home insurance
The detail behind the view
See the connections behind insurance overview.
Policies often accumulate over time across different providers and email accounts. We included an insurance overview to make those records easier to find, review and explain to someone who needs them.
01Linked asset
02Renewal
03Document
Insurance records bring policy information together with the people and assets involved. Available fields include provider, renewal date, premium, payment frequency, cover and excess details, with fields that vary by policy type.
Less searching. More understanding.
Useful in the moments that matter.
Organise policy details, renewal dates, recorded cover and beneficiaries alongside related assets and documents.
Keep renewal dates visible
Record the dates you need to review instead of relying on finding an old email.
Connect cover to context
Link a policy to the relevant asset, beneficiaries, professional and supporting documents.
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Start your financial journey today
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Insurance overviewA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Create an insurance record and choose the relevant policy type.
Record the provider, renewal and cover information from your policy.
Link relevant records and attach the policy documents you want to keep close.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
A yearly policy review
Bring the recorded cover, excesses and renewal information together before speaking with your insurer. Open the actual policy document to check the terms.
Helping a partner find the details
Keep the provider, related asset and relevant people connected to the policy. Combine the record with controlled sharing when someone else needs to find the information.
Keep your records connected
Other features
Does this tell me whether I am sufficiently insured?
No. Speak with an appropriate insurance professional about the suitability and adequacy of your cover.
Will a renewal email be sent automatically?
Scheduled renewal notifications are not currently implemented. Renewal information is displayed within the app.
How do I keep track of insurance policies in Australia?
Record each policy's provider, reference, renewal date, premium and cover details, then attach the schedule. Review the entries against the insurer's current document; the app does not compare or arrange cover.
What insurance documents should a family keep together?
A current policy schedule, relevant notices and claims information can be useful to locate. Check the insurer's documents for the exact terms and keep any formal nomination information current with the provider.
Will this wealth tracker remind me automatically when a policy renews?
No scheduled renewal emails are currently implemented. The app displays the renewal dates you record so you can review them yourself.
Start with what you have
Know where your policy information lives.
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.