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 2025

Business Setup

Company registered and operational.

May 2025

Core Development

Base functionality built - full stack ready

June 2025

Alpha Testing

Internal testing and feedback cycle.

July 2025

External Integrations

Connect with ATO, banks, market data.

Aug 2025

Beta Testing

Wider release to select public users.

Sep 2025

Public Launch

Go-to-market.

Oct 2025

Advisor Partnerships

Develop advisor tools and networks.

Dec 2025

Simple, 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