Moneylab Wealth Management App
Track all of your finances securely
The Moneylab App is designed to allow our clients to manage their cash flow and wealth position easily by automatically tracking their expenses and wealth position dynamically. Offering detailed reporting and tracking of your ongoing position versus your goals, as well as insights from our Team.
This is the only app you need to effectively manage your financial position independently or in conjunction with your Moneylab team members.
Available to download for free from Google Play and the App Store.
Or click here to create an account or login.
Simplify your finances
Key features & benefits
- Everything in one place | Link all bank accounts, assets & important documents
- Save time | Read, sign and send documents with just a click of your finger
- Easy budgeting | Instant budgets created around your spending
- Wealth check snapshots | Track your wealth with monthly snapshots & summaries
- Property & vehicle information | Live data feeds & free valuations
- Stress-free tax time | Photograph & tag your receipts throughout the year
- Create your team | Grant controlled guest access to your accountant, lawyer or property manager
- Stay in control | Set and receive notifications to help achieve your targets quickly
How it works
Free 30 Day Financial Health Check
To start using the Moneylab app, simply complete our online form. Our experts will then be in touch to advise how to set up your account and make the most out of your 30-day trial.
At the end of your 30 days, we will provide a complimentary analysis of your finances based on 4 key areas:
1. Cashflow Management
2. Debt Management
3. Risk Assessment & Asset Protection
4. Wealth Accumulation & Retirement Planning
Our analysis will clearly show you the financial areas you are strong in, as well as area to improve upon and where you are at risk. You will then have the opportunity to set up an appointment to discuss this further.
The Moneylab App fits easily into everyday life and provides a range of benefits to help with financial goals. It complements our range of financial services, and we advise all of our clients to sign up.
Cash Master (Pro Account – $29.95 per month) includes:
– Invitation for a review
– Comprehensive wealth report
– Initial online home and motor vehicle valuation
– Automatic balances of super, bank account and credit cards
– Basic reports
– Balance sheet builder
– ASX share feeds
In need of on-going financial advice? Our Debt Buster Account provides a more in-depth financial review with a higher level of support.
Debt Buster Account includes:
– Tailored personal advice that will empower you to achieve your financial goals and to live your preferred lifestyle
– Semi-annual virtual meeting to review your financial plan and ensure it adapts to any changes to your circumstances
– Uncover and overcome obstacles that has held you back from achieving your financial goals
– Exploring ways to reduce debt as fast as possible whilst simultaneously build wealth
– Complimentary coaching on realistic but effective ways to minimise tax
– Goal tracking status report (Emailed Quarterly)
– Budget Tracker Report (Quarterly Report)
– Wealth Snapshot (Emailed Quarterly)
– Property Valuation Report (Emailed Quarterly)
– Detailed Wealth Report (Quarterly)
– Tax Deduction Summary (Quarterly)
– Property & SMSF Insights (Email commentaries once every quarter)
– Live data feeds for credit cards, bank accounts, loans and super balances
– Review of personal insurances to effectively protect your assets in most cost effective way
– One-stop shop for storing all important documents.
– Pre-populated will by a leading estate planning firm
Interested in our Debt Buster Account? Call our experts today on 1300 359 245 or send us an email firstname.lastname@example.org.