Client portal

Download our Cranage Financial Group app from your app store and start growing your wealth today!


Your finances at your fingertips

Download the Cranage Financial Group Client Portal App

Make smarter decisions with your adviser
Plug in all your assets and liabilities for a real-time, consolidated view of your entire financial world. Everything is in one place!

Track your success
Your wealth portal’s powerful budgeting and cashflow tools let you set goals, track your spending, and see how you’re stacking up.

Live your potential
Upload your wills, insurances, rental statements and other important documents so you and your loved ones know where everything is.


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Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan

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Auto Categorisation

Your transactions are automatically categorised to allow you to easily see where you’re spending money

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Wealth snapshots

Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month

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Property down pat

Live data feeds track your property and suburb performance

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Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets created around your spending. You're in control as you have the ability to set limits on categories

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No more paper trails

Cut out paperwork. Forms are automatically completed important documents (e.g. receipts, wills, contracts etc.) so you'll never misplace them again. You can also view & all your insurance too

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Tax time? Piece of cake

With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you...end of financial year just got easier

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Tips, please

Receive personalised tips & suggestions to help you improve your financial situation

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Stay in control

Set & receive notifications, goals & use the calculator, stay on track and achieve your targets quicker. Your savings goals couldn't get any easier as the goal calculator let's you visually watch your money grow

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All devices, all the time

Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7

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Wealth Portal

Revolutionise the way you manage your finances by having all your assets and liabilities in one place

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Financial Planning

Make smarter financial decisions based on our quality advice

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Lending Solutions

Tailor a lending strategy to achieve your goals

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Superannuation services

Get expert support managing your superannuation, or self managed super fund (SMSF)

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