Click to watch
How it works
1. All your financial accounts
behind one login
2. Tailored to your goals
3. Ongoing results
All your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans, super accounts or your SMSF and more.
Connect with Investment Zone to develop, implement or review your financial and lifestyle plans and make tax time easier!
Get free reports, use personalised tools and create and track goals to revolutionalise the way you and Investment Zone manage your financial world!
Everything in one place
All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.
All the latest data
Links with Australia's leading data providers to ensure that your information is always up to date.
Bank level security
You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details.
Property down pat
Receive free appraisals of your home and investment properties. Live data feeds track your property and suburb's performance.
Know your vehicle
Receive free valuations and performance ratings on your vehicle.
Time to buy property?
Discover how much equity you have, work with your adviser to find out what you can buy right now, get a free property appraisal and track your progress towards buying your next home or investment property.
Manage your property
Link your property manager to integrate your property and receive free benefits like property transactions, documents, and receipts uploaded online. You and your adviser will also have access to special property commands to help manage your property more effectively.
Free wealth check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities against your personalised action plan.
Snapshots display your net worth (what you own minus owe) at the end of each calender month. Chart your wealth so you and your adviser can clearly see how your wealth is tracking and keep up to date automatically each month.
Your transactions are automatically categorised to allow you to easily see where you're spending your money. Personalise and manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You're in control as you have the ability to set limits on categories.
Financial fitness score
It's all about you. Work with Investment Zone to set your preferences and receive a personalised financial fitness score that reflects your performance to help you stay on track and achieve your goals.
No more paper trails
Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts, wills, contracts etc) so you'll never misplace them again. You can also view and manage all your insurance too.
Tax time is a piece of cake.
With the ability to tag and filter transactions as tax items, upload receipts and documents or get your adviser to do it all for you...end of financial year just got easier.
Stay in control
Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn't get any easier as the goal calculator let's you visually watch your money grow.
All devices, all the time
Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7.
Now available to Investment Zone clients
Imagine all of your financial world in one place, 24/7, accessible on any device.
Investment Zone clients:
• Enjoy the benefit of having all of their accounts in one place with one login - credit cards, bank accounts, home loans, investment loans and more.
• Utilise a broad range of real-time data feeds including property, superannuation, investments, and cars - anywhere, anytime, on any device
• Store and access all of your financial information in one, convenient, online location
• Connect with to us with one-click access to our full range of professional services
• Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets
• Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online