Wealth Portal

FF Wealth Portal

Take control with your personal Frankston Financial Portal. Access all your assets and liabilities anytime, anywhere!

Everything In One Place

On the Frankston Financial Wealth Portal, all your assets and liabilities are conveniently located in one place so you can see everything you need, at once.

Utilising a platform trusted by over 60 million worldwide, the secure portal gives you the tools to build your ‘A-team’ by selecting who has access to parts of your information. From managing investment properties to estate planning, you’ll eliminate the paper trails and best of all, stay in control of your finances!


Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Wealth Check Snapshots

Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.

Budget Is A Breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Property And Vehicle Information

Live data feeds and free valuations track the performance of your property and vehicles.

All The Latest Data

Updates from Australia’s leading data providers ensure your information is always up to date.

All Devices, All The Time

Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.