The Vault
Keep your important financial documents – insurance policies, estate planning, mortgage contracts and more – in one highly secure spot with The Vault. Safe storage and easy access to your documents when you need them.
Read on for more information about this great new tool in development. And, if you’d like to be one of our Beta users and provide feedback on the features of The Vault, we welcome you to get in touch.

SECURE IN ONE SPOT
Organised records. Organised finances.
BE A BETA USER
Get an early look at The Vault
Store, share, organise, create reminders and more. The Vault offers so many great features for those who want to supercharge their personal admin. And, we have secured 50 seats for the Beta version. That’s right – early access as a Beta user to this great tool. Like to take a look? Send us a request below and we’ll get your Beta account to The Vault set up.


BE A BETA USER
Get an early look at The Vault
Store, share, organise, create reminders and more. The Vault offers so many great features for those who want to supercharge their personal admin. And, we have secured 50 seats for the Beta version. That’s right – early access as a Beta user to this great tool. Like to take a look? Send us a request below and we’ll get your Beta account to The Vault set up.

ALL TOGETHER
Hassle-free storing, and sharing
Mortgage docs, insurance policies, your Will, medical information – you name it, you can securely store, organise (and share) it using The Vault. Add notes, set up reminders, assign contacts and more – The Vault makes it incredibly easy to not only store and organise your important personal information, but also to share specific docs and notes with other people, as designated by you.
LEADING SECURITY
Safe and sound
In today’s world, protecting privacy and personal information is paramount. Built for security – your account in The Vault has its own encryption key to provide end-to-end encryption. Only you – and those you choose to give access to – can see your info and data. Like to take a look? Send us a request below and we’ll get your Beta account to The Vault set up.


LEADING SECURITY
Safe and sound
In today’s world, protecting privacy and personal information is paramount. Built for security – your account in The Vault has its own encryption key to provide end-to-end encryption. Only you – and those you choose to give access to – can see your info and data. Like to take a look? Send us a request below and we’ll get your Beta account to The Vault set up.
Like to grow your retirement saving savvy? Read on…
Understanding risk, planning your savings, how retirement planning needs change through life, and much more. You name it, you’ll find a helpful read here.





