Put household details in context
Connect relevant people with their records so a familiar name is backed by useful information about the asset, debt or policy.
Explore people and ownershipHousehold organisation & family preparedness
Your family’s finances, organised.
Bring household assets, insurance policies, debt commitments and important documents into one organised place. Create a clearer record for yourself and choose what trusted people can see with Portfolio Plus.
Start with your situation
Would your partner know where the important records are?
In a household, one person may know which lender holds the mortgage, where the home insurance policy is stored and when commitments renew. When the information lives in separate drawers, inboxes and folders, another person may struggle to find it. A clear household record helps make that information easier to locate and discuss before it is urgently needed.
Uneven financial knowledge
One person may carry most of the knowledge about accounts, policies and providers.
Scattered important records
Statements, property documents, registrations and legal paperwork can be spread across physical and digital folders.
Unclear handover information
A family member may not know what exists, who to contact or where to find the latest document.
Administration to remember
Policy renewals, rates and recurring commitments need a review process you can maintain.
See the connected record
One organised home for your household’s records.
Document household assets and liabilities, connect the relevant people, and keep supporting paperwork alongside the records. Portfolio Plus adds controlled viewer access to selected sections for a partner or trusted family member. Individual documents are shared separately, so access to a section does not automatically open every file.
Useful connections
Build shared understanding with deliberate access choices.
Know where the paperwork belongs
Keep important supporting documents beside the records they explain. Replace old copies as your circumstances change.
Explore the document vaultFind the policy behind the premium
Keep insurance provider and policy details together, making the supporting document easier to find when you need to check it.
See insurance recordsChoose what a viewer can see
With Portfolio Plus, give a trusted viewer access to selected sections. Share individual documents explicitly rather than assuming every file is included.
Understand selected sharingFeature breakdown
How the features support household organisation
| Feature | What it does | Why the connection matters |
|---|---|---|
| Family and professional sharing | Give a trusted person viewer access to selected sections with Portfolio Plus. | Keep the viewing permission separate from ownership or beneficiary entries. |
| Insurance overview | Bring recorded providers and policy details together. | Know where to look for the current policy and contact information. |
| Commitments and renewals | Record utilities, rates, subscriptions and renewal details. | Support your own review routine; payments and renewals remain your responsibility. |
| Reports | Prepare summaries of recorded household information. | Give a family conversation a clearer starting point. |
Access and privacy
Choose who can see what.
The portfolio owner controls access. Portfolio Plus viewers can see permitted sections but cannot edit the records. Share individual documents explicitly. A recorded family relationship or beneficiary does not create a viewer invitation or legal authority.
Understand access controlsRead the privacy policyTry a free tool
How organised are your family records?
Use the Financial Records Readiness Check to identify information you still need to find or organise. Answer the prompts, then use the next-step checklist to choose a manageable task. It is not a legal or emergency-readiness assessment.
Start the readiness checkFINANCIAL PORTFOLIO
Choose what to share
Family memberRead-only viewer✓
Property recordsSelected section✓
Policy scheduleShared explicitly✓
How to get started
Build a household record in four manageable steps.
Make a simple inventory
List the accounts, assets, debts, policies and useful contacts you want to organise. Start with what matters most to your household.
Connect the relevant people
Add the people or entities associated with those records. Keep ownership and borrowing details separate and check anything you are unsure about.
Bring in the supporting details
Add current figures and selected documents. Record information that helps explain the picture, without using the app as a place to store passwords.
Review access and keep it current
If you choose Portfolio Plus, decide which sections a viewer may see and which documents to share. Review records after a new statement or a household change.
Keep the purpose clear
Make the next family conversation easier to start.
You might begin with the home, a loan and the household policies. From there, add the other records that help explain your circumstances. A useful handover starts with knowing what exists, who is connected to it and where the current documents are. It does not require entering every detail on the first day.
A financial record is not a will, power of attorney or instruction that releases assets. Naming a beneficiary does not give them app access or legal authority. Keep formal arrangements with the appropriate professionals and choose viewer permissions separately.
FINANCIAL PORTFOLIO
Choose what to share
Family memberRead-only viewer✓
Property recordsSelected section✓
Policy scheduleShared explicitly✓
Free forever for personal use
Start with a free personal portfolio.
One portfolio, 25 MB of document storage, built-in fields, dashboard and reports.
Need more room or selected viewer access?
Portfolio Plus adds up to five portfolios, 250 MB of storage, custom fields and viewer access.
Try Plus free for three months, with no credit card required. Then choose A$79 a year or A$7.99 a month if you want to subscribe. We will email you before the trial ends.
Keep the picture connected
Your next useful step.
Choose the resource that helps you put this into practice.
Do I need a large portfolio to use the app?
No. You can begin with everyday household records such as your home, loan, savings and policies. Add detail at a pace you can maintain. Financial Portfolio is also suitable for someone organising their own financial information.
Is the free plan a shared family account?
No. Portfolio is free forever for personal use and includes one portfolio, 25 MB of document storage and built-in fields. Viewer access is included with Portfolio Plus, not the free plan. Do not share your sign-in to give someone access.
Can my partner edit records if I give them viewer access?
No. Portfolio Plus viewer access is for viewing permitted sections, not editing records. Documents need explicit sharing. Do not share your sign-in to give another person editing access. See sharing and permissions for the current access model.
Does adding a beneficiary give them access automatically?
No. A beneficiary entry is a record. It does not create an app invitation, automatically release documents after a death or establish legal authority. Access permissions and formal legal arrangements are separate.
Can the app replace our estate planning documents?
No. It can help organise information for a family conversation or professional meeting, but it does not replace a will, power of attorney or legal advice. Your formal documents determine those arrangements.
How do we keep the information useful?
Review records when you receive a new statement, replace a policy or change an ownership or household arrangement. Values are primarily maintained by you. Check dates and remove ambiguity before relying on a report.
Start with what you have
Give your family a clearer starting point.
Start building a central household financial record with the information you have today.