Self Managed Solutions
Empowering Financial Independence
The Hurdles to Financial Self-Management
Many Australians are blocked from taking control of their finances by three key barriers.
Knowledge
The financial world is filled with jargon and complexity, creating a steep learning curve that discourages participation.
Administration
The administrative and compliance burden of managing entities like trusts or SMSFs is overwhelming and prone to error.
Cost
High fees for professional advice and traditional accounting software create a significant financial barrier to entry.
The All-in-One Platform for the 99%
We provide a single, intuitive system designed for the common needs of individuals, families, and small businesses, removing complexity and cost.
Demystify Finance
A knowledge hub that translates complex strategies into clear, actionable insights.
Automate Admin
Effortlessly generate documents, track finances, and manage compliance in one place.
Reduce Costs
A simple subscription model that is a fraction of the cost of traditional advisors and software.
An Integrated Financial Ecosystem
Each step in your financial journey is seamlessly connected. Our platform ensures data flows logically from setup to reporting, giving you clarity and control.
Setup
Create your Empire
- Company & Trust Registration
- Free Trust Deeds & Constitutions
- Unit & Share Certificates
- Compliance Documentation
- Family Tree for Family Trusts
- Personalised Advisor Network
Operate
Execute daily activity
- Automated Bank Feeds
- AI-Powered Expense Categorisation
- Invoicing & Purchase Orders
- Timesheets & STP Compliant Pay Runs
- Employee Contracts & Leave
- BAS & GST Reporting
Grow
Build your wealth
- Track Share & Property Assets
- CGT Minimisation Strategies
- Dividend & Rent Reconciliation
- Portfolio Sector & Risk Analysis
- Unit Price Calculation
- Depreciation Schedules
Report
Control & Comply
- Long-term Performance Tracking
- Tax-Effective Distribution Planning
- Beneficiary Statements
- P&L and Balance Sheets
- Lodging Tax Returns
Who We Serve
Our platform is precision-built for a specific, underserved segment of the market.
Ideal Users
- Individuals & Families seeking to build and manage intergenerational wealth.
- Small Businesses needing straightforward financial tracking, payroll (STP), and tax prep.
- Investors who want to track their investments, analyse their portfolio and complete tax returns.
Who We Don't Target
- Businesses requiring accrual accounting or inventory management.
- Large, complex enterprises or publicly listed companies.
- Niche, unique cases that require highly specialised, bespoke financial or legal structuring.
Our Strategic Roadmap
From a strong foundation to market leadership and beyond.
Development Start
Initial planning and architecture.
Jan 2025Business Setup
Company registered and operational.
May 2025Core Development
Base functionality built - full stack ready
June 2025Alpha Testing
Internal testing and feedback cycle.
July 2025External Integrations
Connect with ATO, banks, market data.
Aug 2025Beta Testing
Wider release to select public users.
Sep 2025Public Launch
Go-to-market.
Oct 2025Advisor Partnerships
Develop advisor tools and networks.
Dec 2025Simple, Scalable, Subscription-Based
A straightforward revenue model designed for growth and accessibility.
Annual Subscription Fee
$500
per trust or business entity
(individuals are free of charge)
- Full platform access for the whole family
- Unlimited entities and accounts
- Scenario planning & tax optimisation