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Knowledge is everything….

Lift the weight from your shoulders. CASHWISE monitors your income and can provide tax information to assist getting your tax done more quickly and easily.  It can reliably reflect your financial status and with such knowledge arm you with a tool to help grow your investments and provide you with confidence on your advancement towards your financial goals and objectives.

Cashwise keeps you informed

Staying on track to achieve financial goals is aided by knowing that planned milestones are being achieved.

CASHWISE is the tool to help.  It is a unique and dynamic, online cashflow monitoring and reporting function which will:

  • assist you to instantly oversee and understand the ACTUAL progress of your investments, superannuation and debts
  • aid in the future-proofing of your finances by helping you manage your lifestyle and spending

CASHWISE reports allow you to look inside the workings of your financial plan and realistically assess its functionality against investment returns acheived and your spending habits.  Watching your Plan’s progress supports your enthusiasm and focus to achieve.

Money in versus money out

Whether you have developed your financial plan independently or working with a financial adviser, CASHWISE offers a valuable tool to monitor your investment portfolio.

CASHWISE reports compare your actual cashflow and net position to your projected cashflow and net position. (‘Net position’ being your financial assets minus your liabilities).

CASHWISE reports provide a holistic view of your net financial position and include your main cash account, loans and investments, annual superannuation balance, and pension status where applicable.

Client Reporting Dashboard

CASHWISE reports include a range of different viewpoints, some with graphic support illustrating comparative information.  You can also interrogate individual transactions when you seek more clarity on such items.

Whether working with a Financial Advisor or independently, CASHWISE is a useful tool to monitor your investments and focus your energy on achievement.

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