The platform
Your whole position. One screen. Live.
Every account, fund and policy in one living view, an income schedule you can read, and a modelling suite built in. Open an account in minutes and build your portfolio yourself; Jack and the team are alongside the whole way.
Total balance
$0
cash + investments
Available cash
$30,000
ready to invest
Invested
$452,400
6 holdings
Next payment
$5,000
14 Oct 2026 · 90 days
Your holdingsValue
Income scheduleNext 12 months
Portfolio value, 5 years
+7.8% a year
Sample view with illustrative figures, not a real account.
Explore the tabs. This is the same layout clients see.
What it does
Everything, in its place.
Build your portfolio in minutes
Open an account online, add funds, and build from the researched menu: bonds, funds and shares with the work already done. You don't need to be a client to start; prospects are welcome to look around first.
The whole of your wealth
Super, investments, cash and policies in one live view, updated through secure feeds, so the position you're looking at is the position you're in.
An income schedule you can read
Every coupon and distribution, dated and totalled for the year ahead. You'll know what's landing, when, to the day.
A modelling suite, built in
Drawdown, compound growth, real returns and a super optimiser: model how long your money lasts under real withdrawals, with a year-by-year breakdown, before you decide anything.
Performance, net of everything
Returns after fees, with every fee itemised in the same view, in your choice of currency. You should never need to ask what you're paying.
Your adviser, one tap away
Documents, secure messages and a “speak with your adviser” button on every screen. The platform never replaces Jack; it keeps him closer.
Security
Built like it holds your finances. Because it does.
platform vendor, hosting location and certifications to be confirmed before launch
Getting started
From first look to full picture.
Open your account online
A few minutes, entirely online, and you don't need to be an advice client first. Verify who you are, nominate a payout account, and you're in.
Build your position
Add funds and build your portfolio from the researched menu at the 0.15% execution fee, or bring what you already hold. Feeds and the team fill in the rest of your picture: super, cash, policies.
Model it, then live with it
Run the drawdown modeller against your actual balance, watch the income schedule fill, and raise anything with Jack from inside the platform. Every review after that starts from the same live picture.
Fair questions
Asked about the platform.
Do I have to be a client to use it?
No. You can open an account online, look around, and build a portfolio through the researched menu at the execution fee, without an advice engagement. Plenty of clients started exactly that way; advice is there when your situation calls for it.
Is my information safe on the platform?
The portal uses encrypted connections, multi-factor authentication and read-only data feeds: it can see balances, it can never move money. Access is controlled by you, and the full detail of how information is handled is in our Privacy Policy. hosting and vendor certifications to be confirmed
Can it show accounts you don't manage?
Yes. The point is the whole picture, so bank accounts, employer super and investments held elsewhere can appear alongside the portfolio we manage, updated through secure feeds where your provider supports them.
Can my accountant see it?
With your say-so. You can grant guest access, read-only, to your accountant or solicitor, which saves the yearly ritual of chasing statements at tax time.
What does the platform cost?
Nothing separate. It's part of working with the firm, whichever service you engage us for.