Use cases · Financial Portfolio

Make your financial picture easier for family to understand.

If one person knows where every document is, the rest of the family may be left searching when circumstances change. A connected financial portfolio can make the information easier to locate and explain.

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Family members looking at information on a laptop

Family clarity

A clearer starting point for a conversation.Financial Portfolio · Record-keeping tools

A connected picture

Make the handover easier to follow.

A trusted person can begin with the records you choose to share, then follow the relevant policy, owner or professional contact.

Explore family sharing

1Your records2Selected access3Trusted person

A clearer way forward

Make the information useful.

Keep the next step small enough to take, and clear enough to explain.

Financial Portfolio editorial team
Australian record-keeping context
Updated 7 October 2026

What a useful family record contains

The assets and debts you choose to record, the people and entities involved, current policies, document locations, renewal dates and professional contacts. Financial Portfolio lets an owner give someone read-only access to selected sections and choose which documents to share. Review the access with that person, and revisit it when relationships change. Sharing information does not make the recipient an executor, attorney or beneficiary. Services Australia offers practical preparation guidance.

From scattered to connected

A manageable way to begin.

Build the picture gradually, using the records you maintain.

Gather what matters

Start with your major assets, debts, policies and the people who know the background.

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Make the paperwork findable

Link the current document to the record it explains. Add names that another person can understand.

Explore document vault ↗

Choose who can see it

Grant selected read-only access, share files deliberately and check the experience with your trusted person.

Explore family & professional sharing ↗

Ready to take control?

Start your financial journey today

Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.

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How can a wealth tracker help older Australian families?

It can give a trusted person a clearer route to the information you have chosen to share, particularly when records are spread across paper files, email and spreadsheets.

Can family members change my records?

A viewer cannot edit. Editor access is a separate role; check current access settings before granting it.

Does sharing documents settle estate questions?

No. Legal entitlements depend on formal documents and law, not an app record.

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.

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