Keep track of your finances and get into good financial shape with your own financial fitness tracker.
SEE ALL YOUR FINANCES IN ONE APP
Keep an eye on your accounts and investments—including mortgages, personal loans, super, property, insurance, shares and credit cards.
SET UP GOALS
Create any goal you like—save for a home deposit, pay off your cards or have a debt free wedding... and we'll help you get there.
YOUR FINANCIAL FITNESS TRACKER
We'll send out a weekly snapshot to keep you posted on where your money's going and how you're tracking towards your goals. We'll also send you any money saving offers we've found for you.
CUSTOMISE YOUR TRANSACTIONS
Search all your accounts, personalise and tag your transactions and then save searches for future use.
Add your properties to and we’ll source all the latest market information for you. Choose the value from our market estimate and we’ll add it to your Dashboard.
BANK LEVEL SECURITY
We use cutting edge security—the same online security as your bank. Your data is completely safe.
Our bank level security includes SSL/TLS and 256-bit encryption, IDS alerts, multiple levels of authentication and cutting edge physical barriers.
• See all your money in one place
• Transactions categorised automatically, easy to use
• Financial Fitness Tracker updated daily
• Living expenses, income vs outgoing and overall wealth on one screen
• Set up and track your goals
• Check out how you're doing in your weekly email
• Set up your transactions to suit yourself
• Save your favourite searches
• Create charts to quickly see a summary of anything you like
• Property valuations
• Bank level security
• In-app tutorials to get your started in the desktop view
• Local support
Request your complimentary access today, available to all Bos Financial Services clients and prospects needing some help to qualify for their finance. Simply request access, download the wealth desk app for APPLE OR ANDROID and await your login details.