If you're working towards a life changing goal, our tracking service has all the features you need to get there.
Set yourself up for success with powerful organisation, analytics, and collaboration tools for just $49 per monthJoin now
Choice Capital Goal Tracker Membership helps you manage your entire financial world.
Gain a clear overview of everything you own and owe across all bank accounts, super, credit cards, properties, cars and loans.
Understand how – and when – you can achieve your goals.
When you’re ready, reach out to our team of financial advisers and lending specialists for personal advice on:
Life & Income Insurance
Advice fees may apply to some additional services – ask our team for a quote
Membership benefits include
Pro access to the Choice Captal wealth portal app+
Smart goal calculators & budgeting tools +
Experience pain-free budgeting with smart auto-categorised transactions.
Pair your goal to a bank account or credit card to tack your progress.
Property & suburb reports from Corelogic+
Stay ahead of the market. Request property and suburb reports for any properties you are interested in, and/or track your own property’s value overtime with data backed by the industry leaders.
Maximise your tax returns +
Catch every deduction with smart tagging of transactions across all accounts and the ability to create tasks and attach receipts.
Dedicated content for home buyers, savers & investors+
Educate yourself with useful articles, tips, tricks and insights from industry professionals all in one place.
Monthly updates on interest rates+
Be among the first to hear about interest rate decisions, bank movements and predictions from our lending specialists.
Considered personal advice fees+
Prior membership fees paid will be taken into consideration when our team quote for additional advice services you may require in the future.
Plus much more +
Your portal can do much more! Whatever your needs, our team are also just a few clicks away.
Invest $49 per month in your goals - your future self with thank you.Join here now >
Staying in control of your finances has never been easier or more secure.
Use your portal to securely store important documents in one place for easy collaboration.
Cross-device to-do lists
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Build your team
Invite family and professionals like your property manager, accountant and lawyer. Assign permissions to control what they can view and change.
Bank level security
With the same levels of encryption as other financial institutions and as a read-only service, your money is untouchable.