Australia's free Portfolio Manager

We manage your financial journey, so you can concentrate on the better things in life.
Portfolio Manager

Be in control

Record all your financial assets in the one location

Portfolio Manager

Optimise your portfolio

Find easy ways to improve your portfolio with our Health Check

Portfolio Manager

Free Service - always

Add as many Portfolios or assets as you want. No restrictions

Portfolio Manager

Track your performance

Automated updates & rebalancing so you always stay on track

Only you can decide what your financial goals are.

Let us help you achieve them

Get help with your investment plan with our purpose-built health check, experts and investment options. It won't be long before better information leads you to improved performance.


A holistic solution to improving your portfolio

By recording all your assets in the one location, it will help you think about your investment plan. Without a plan – an idea of what you're trying to achieve – it's just a hobby.

Integrated research & advice

Integrated research & advice

  • Investment insights from our analysts
  • Dedicated property market commentary
  • Super, tax, retirement strategies from our advisors
  • SMSF Compliance help
Actionable ASX recommendations

Actionable ASX recommendations

  • Access our analysts' Buy, Hold, Sell list
  • Price Guide Recommendations
  • Suggested portfolio weightings
  • Current share price data
Managed Investments tools

Managed Investments tools

  • Free commission rebate service on funds (and life insurance)
  • Managed Funds Comparison tool, research and fund data
  • Exchange-Traded Funds (ETFs) coverage
  • Listed Investment Company (LIC) coverage
Investment Products

Investment Products

  • Minimum investment $10,000
  • No performance fees
  • Investment solutions to complement your existing portfolio
  • Choice of multi-asset class or hand-picked equity portfolios
help and support


Get the answers to our most commonly asked questions.

contact us

Contact Us

Our Australian-based team is here to help - online or over the phone.