Let us chart this journey with You!

My Journey Portal

Say hello to your financial world’s new command centre. Set yourself up for success with Charter Finance’s powerful cashflow management,
budgeting and collaboration tools on My Journey portal

Keep your finances organised

From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

Track your spending, create new habits

Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.

Stay on target with monthly reports

Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.

Build your A-Team

Invite family members and professionals, like your property manager and lawyer, collaborate. Assign permissions to control what they can view or change.

Make smarter decisions

With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.

Reach your goals

Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.

Bank level security

Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks.

Your money is untouchable

As a read-only service designed to help you organise and analyse your finances, your wealth portal cannot be used to move or modify funds.

Get a live snapshot of entire financial world

Keep track of everything you own and owe with a live view of your personal finances.

Track the value of your property over time

Add any properties you own to your wealth portal for online valuations and detailed reports to help you track your property and suburb’s performance.