Resources.

Client Guides.

  • Icon of a purple speech bubble with a dollar note and people above it.

    Set-up the Client Portal

    Step by step guide to set-up your Client Portal

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  • Abstract digital art with purple and blue geometrical shapes and gradients

    Set-up Open Banking in the Client Portal

    Step by step guide to set-up open banking inside your Client Portal

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Find lost money, lost Super, and simple investing.

  • Icon of a purple speech bubble with a gradient, symbolizing chat or messaging.

    Find Unclaimed Money

    There is around $2 billion in lost shares, bank accounts and life insurance.

    Find $ Now
  • Abstract digital art with purple and blue geometrical shapes and gradients

    Search for Lost Super

    With a further $18 billion in lost Super, almost 1 in 4 Australian’s are impacted.

    Start Now
  • Stack of purple and blue banknotes with a dollar sign

    Small Balance and Simplified Professional Investing

    Learn more

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Calculators and Guides.