Your Personal Wealth Portal
Easily manage your entire financial life and stay on track.
At Change Accountants we're always looking for new ways to help you CHANGE YOUR LIFE. With this in mind, we've created a brand new process designed to CREATE, GROW & PROTECT your wealth through the Change Accountants Wealth Portal. A beautiful, secure platform where you can EASILY monitor your wealth, track your cashflow, set budgets and securely store your essential documents.
Here's why we think you'll love your new wealth portal.
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 & more.
All the latest data
Partners with Australias leading data providers to ensure that your information is always up to date.
Property down pat
Live data feeds track your property & suburb's performance.
Know your vehicle
Receive free valuations and performance ratings on your vehicle.
Build your A-team
Give guest access to us your Accountant, property manager or even your lawyer and select what they can view / control.
Time to buy property?
It's easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! in just minutes you'll be able to realise your property dreams.
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You'll also have access to special property commands to help you manage your property effectively.
Free wealth check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you 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.
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? Piece of cake
With the ability to tag & filter transactions as tax items, upload receipts and documents or allow us to access your account to do it all for you... end of financial year just got easier.
Stay in control
Set & 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 gial calculator let's you visually watch your money grow.
All devices, all the time
Whether you're on your dekstop, tablet or smart phone, you'll have access whenever you need it, 24/7.
Get started today with 1 month FREE access to check it out.
There's absolutely no obligation, we're just so excited and passionate about helping people change their life, we want everyone to have the opportunity to experience it.
Commence your new journey to wealth and request your trial access below.
Real People. Real Results.
"It is really helping my family stay on top of our bills, spending and also making us accountable." - Julie
"I especially love the free car and house appraisal... this feature alone is worth signing up for." - Bec
"Having my mortgage, credit cards, super and more all in one place has made my life easier." - Paul
Other ways we can help you...
Freedom Plan. Do you know how much you NEED for a comfortable retirement, and do you know WHEN you'll be able to comfortably retire? If not, then you NEED to get a FREEDOM PLAN. Our unique Freedom Planning process allows you to show you're entire financial life and your financial future on one page. What's even better, you can access this report inside your Change Accountants WEALTH PORTAL.
Protect your wealth. Are you under-insured? Are you over-insured? Are you insured at all? What about your estate - is your WILL up to date? Have you even got one? We will make sure you are covered for whatever the future might hold, so your family won't miss out.
We look forward to inviting you on board our wealth portal and helping you make smart financial decisions NOW so you can have a BEAUTIFUL FUTURE!