Designed for everyone.
Flexible, easy to use financial tools and education.
Automatic updates of bank accounts, superfunds and shares
Split by SMSF, superannuation and personal investments
Asset allocation monitoring and analysis
Fun animations and written educational modules
Designed for beginners and experts
If you can learn how to drive a car, you can learn
how to manage your money
Powerful and easy to use simulations
Plan for retirement in good and bad markets
Find out how much and when you will be entitled to the Age Pension
Visualise the sources of income you will have in retirement
Donald has unique experience across three major financial disciplines of funds management, banking and corporate treasury. Most recently Donald worked for Westpac in Asia establishing its Financial Institution Group. Previously Donald worked for 10 years for National Australia Bank as Global Head of Funds and Insurance. Earlier in his career, Donald worked for Pareto Partners (now Insight Pareto). Donald also worked for 12 years for Mobil Corporation (now ExxonMobil) with his last role being responsible for investments for Mobil Corporation's global pension funds. Donald has a Bachelor in Commerce and Administration and holds a Chartered Financial Analyst designation.
Chris Reay has worked in the finance and funds management arenas for more than 25 years. He has been a fixed interest and an equities portfolio manager in both large and small organizations, an investment banking quantitative analyst and programmer, and a derivatives options and spreads market maker. He has been programming in the finance industry for more than 15 years, in the fields of securities valuation, portfolio management, performance and risk measurement, and automated trading. Chris has a Master’s degree in Finance and a Bachelor’s degree in Economics, Applied Mathematics, and Accounting.
Michael Clancy has held numerous positions in the Australian wealth management industry over the past 20+ years. These executive roles have spanned the asset consulting, funds management and retail & corporate superannuation markets in leading organisations. In addition to his executive roles, Michael has been a company director on a variety of boards; a superannuation trustee company, a superannuation fund administration company, an investment management company, an ASX participant company and several not-for-profit entities.