259 Whitehorse Road
Balwyn VIC 3103

Client Resources

Client Portal

Log into your Client Portal here.

Client ShareFile Portal

Login to your Client ShareFile Portal here.

Investment Portfolio

Log into your Praemium Investment Portfolio here.

Financial Tools

From drawing up a budget to consolidating your debts to seeing how your retirement funding is looking, our FREE financial tools allow you to do this and much more. Create an account to start seeing how your financial future looks!

General Calculators

Powered by ASIC's MoneySmart, we have calculators for every money issue to help give you direction and motivate you to achieve your financial goals. From budget planners, loan and credit calculators to super and investment tools - we have your money queries covered.