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Free plan: up to 3 financial entries. No credit card required.
Financial Summary
Good morning — here's your family's net position
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Total Assets
$0
All asset classes
Total Liabilities
$0
Mortgages, loans, cards
Net Worth
$0
Assets minus liabilities
Entries
0 / 3
Free plan limit: 3
Asset Breakdown
NET WORTH
$0
Financial Position
💰 Assets
💰
No assets yet
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📉 Liabilities
🎉
No liabilities recorded
Mortgages, loans, credit cards, HECS
🛡️ Insurance
🛡️
No insurance recorded
Life, TPD, income protection, health
Assets
Superannuation, property, shares, savings & more
🔒 We never ask for account numbers, passwords, or login credentials. Record only what you'd tell your solicitor.
Superannuation
Property
Shares & ETFs
Bank Accounts & Term Deposits
Other Assets
Liabilities
Mortgages, personal loans, credit cards & HECS
🔒 Never enter BSB, account numbers or passwords — record institution name and approximate balance only.
🎉
No liabilities recorded
Record mortgages, loans, credit cards or HECS debt
Insurance
Life, TPD, income protection, health & more
🔒 Record policy type and insurer only. Never enter policy numbers here.
🛡️
No insurance recorded
Add life, TPD, income protection, health or home insurance
Sharing & Access
Control who can view your financial summary
👫 Partner Access
Your partner gets full read access to your entire financial summary
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🚨 Emergency Contact
Your emergency contact can access a summary in the event of incapacity or death — they cannot edit anything
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🔒 Privacy Notice
Shared users can view only — they cannot add, edit or delete entries. You can revoke access at any time. Shared access is read-only and does not include account numbers (which we never store).
Print Report
A fully branded summary for your will, solicitor or estate planning
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This is exactly what will print. Use your browser's Print function (Ctrl+P / Cmd+P) or click the button above to save as PDF.
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Plan
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Data
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🖨️ Print Financial Summary Report
A fully formatted, printable report for your records, solicitor, or estate planning.
📋 What's included
✓ Cover page with date
✓ Net worth summary
✓ Assets by category
✓ Liabilities
✓ Insurance policies
✓ Contacts & instructions
✓ Legal disclaimer
🔒 Privacy reminder
This report contains no account numbers or passwords.
Store printed copies securely — treat as a confidential document.
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Your partner will receive a read-only view of your complete financial summary.
This note will appear on the printed report for your solicitor or estate planner.
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