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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 month

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Choice Capital Goal Tracker Membership helps you manage your entire financial world.

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:

Home Loans
Life & Income Insurance
Superannuation
Investments
Retirement Planning

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+

The easy-to-use app puts your whole financial world in the palm of your hand. Enable live feeds on your accounts for a comprehensive snapshot of your financial position and watch as it evolves over time.
 

 

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.
Learn more here >

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.
Learn more here >

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.

Document management

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.

Choice Capital
Choice Capital

Follow the simple self-guided onboarding process.

Step 1 - Set up direct debit

With just a few clicks and only $49 per month, with no lock in contracts. Once you've registered a password, simply download the app on your chosen devices.

Step 2 - Build your wealth profile

Pro access will be enabled within 24 hours. You can then link all your bank, super and loan accounts as well as adding details of all assets, properties, cars, insurances, Wills etc.

Step 3 - Set up goals

What are you saving for or working to pay off? Link a bank account to each goal to help set realistic timescales. Add images for added motivation.

Step 4 - Stay on track

With monthly reports and relevant content delivered direct to your inbox. When you need advice, reach out to our Financial Advisers and Lending specialists. Additional fees may apply.

Chat to us about how goal tracker membership could help you.

Chat to us

Learn more about the wealth portal

Fatuma Akalo

Whether you’re buying a property or saving to start a family, track your progress with financial goals.

Fatuma Akalo

Associate Adviser