MyFramework

MyFramework, available from Financial Framework, is a secure one stop shop for your whole financial world. You’ll be able to see all your bank accounts in one place, see where your debts are at, manage your budget, store your important documents and get help when it comes to tax time.

Here’s how MyFramework can help you:

Keep your finances organised
Add all your bank accounts, credit cards, loans, savings, details of a rental property into the app for an overall view of your assets and liabilities.

Track your spending
Once you’ve added all of the above information, you can track and categorise your spending. All of your transactions can be tagged so you can what you’re spending and where. You can also tag any items that you need to track for tax deductions.

Smart cashflow & budgeting
With your transactions categorised you can now start some pain-free budgeting. View how much you’re spending in areas such as groceries, clothing, transport and then create a budget for how much you want to spend in each of those areas. Then see how you’re tracking and where you may need to reduce spending.

You can also add your receipts, helping you at tax time.

Set goals
Planning to buy another property? Pay off your credit card? Create a legacy for your family? Whatever your goals, MyFramework can help you get there. The goal setting tool provides a clear picture of where you want to get to, and how you are progressing.

Document storage
Securely store all of your valuable documents such as insurances, Will, Powers of Attorney and many more.

Communicate with us
The rooms function allows you to chat with our staff to share information, ask questions or get an update on work we’re doing for you.

The 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.