Features

Everything in one place

All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.

All the latest data

Lee & Lee links with Australia’s leading data providers to ensure that your information is always up to date.

Bank-level security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details.

Property down pat

Receive free appraisals of your home and investment properties. Live data feeds track your property and suburb’s performance.

Know your vehicle

Receive free valuations and performance ratings on your vehicle.

Property down pat

Discover how much equity you have, work with your Lee & Lee advisory team to find out what you can buy right now, get a free property appraisal and track your progress towards buying your next home or investment property.

Manage your property

Link your property manager to integrate your property and receive free benefits like property transactions, documents and receipts uploaded online. You and your Lee & Lee advisory team will also have access to special property commands to help manage your property more effectively.

Like what you see?

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities against your personalized action plan.

Wealth snapshots

Snapshots displays your net worth (what you own minus owe) at the end of each calender month. Chart your wealth so you and your Lee & Lee advisory team can clearly see how your wealth is tracking and keep up to date automatically each month.

Auto categorisation

Your transactions are automatically categorized to allow you to easily see where you’re spending your money. Personalize and manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.

Financial Fitness Score

It’s all about you. Work with your Lee & Lee advisory team to set your preferences and receive a personalized financial fitness score that reflects your performance to help you stay on track and achieve your goals.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get super organized by uploading important documents (eg receipts, wills, contracts etc) so you’ll never misplace them again. You can also view and manage all your insurance too.

Tax time? Piece of cake

With the ability to tag and filter transactions as tax items, upload receipts and documents or get your Lee & Lee advisory team to do it all for you…end of financial year just got easier.

Tips please.

Receive personalized tips and work with your Lee & Lee advisory team to help improve your financial situation.

Stay in control

Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator let’s you visually watch your money grow.

All devices, all the time

Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.