Make budgeting a breeze with our smart tools

Friday 27 July 2018

Managing your money made easy

27 Jul 2018

Our smart digital tools can help your clients stay on top of their finances. When they log into their account, they’ll get an overall picture of their financial position as well as being able to easily access their statements.

They can get a snapshot of their spending habits and set monthly budgets personalised to their needs. Our intuitive technology categorises their payments and spending, and it’s quick and easy to upload receipts alongside transaction information. To reduce admin at tax time, they can download a tax report based on what they’ve tagged as tax-related.

Share this video with your clients to help them get started with their home loan and associated products.

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