Woman enjoying her time on a beach.
Australian couple who are retired.
Relaxed business man at desk.
Relaxed business man at desk.

Tools & Resources

Create a FREE account and login to our Financial Tools client area, send and receive files to/from us using our Secure File Transfer facility, or enjoy the links to FREE tools and calculators supplied by MoneySmart.

Client Resources

Click through these links to access your client portfolio through administration websites.

Financial Videos

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer below, or contact us if you require a username and password.

General Calculators

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.