Spindle Wealth Portal
Get all your financial sh!t in one place with our smart and secure app.
Our personal finance app allows you to access all your financial info in one place. We’re talking all your important docs, real-time bank feeds, investment info plus a whole lot more. It’s sophisticated yet simple to use and includes bank level security so you never have to stress.
Spindle Wealth Portal
Get all your financial sh!t in one place with our smart and secure app.
Our personal finance app allows you to access all your financial info in one place. We’re talking all your important docs, real-time bank feeds, investment info plus a whole lot more. It’s sophisticated yet simple to use and includes bank level security so you never have to stress.
Download and get organised
Our wealth portal is available to all Spindle Wealth clients. If you sign up to a Spindle Plan, you get 12 months access included. If you subscribe to Spindle Management you get ongoing use of the portal and all its awesome features. Download the app and let’ get cracking.
What’s in it for you?
- Access all your financial info in one convenient spot including your bank accounts, super, insurance, property transactions and asset/liability details
- E-sign and store important docs including your will, group certificates and tax summaries.
- Login anytime to track your spending and categorise transactions.
- Know your info is safe thanks to bank level security.
- View live data feeds from leading finance and investment platforms.
- Upload and tag receipts to take the stress out of tax time.
- Share selected info with your accountant or lawyer when you need to.
Download these fact sheets to find out more:
Want more info on how we can fix your finances?
We offer a range of options to suit every circumstance, preference and budget. We can sort out one finance issue or the full works.
