Get your financial world sorted

moneylab Wealth Management App

The moneylab Wealth Management App is designed to allow our clients to manage their cash flow and wealth position easily by automatically tracking their expenses and wealth position dynamically.

Offering detailed reporting and tracking of your ongoing position versus your goals, as well as insights from our Team.

This is the only app you need to effectively manage your financial position independently or in conjunction with your moneylab team members.

Available to download for free from Google Play and the App Store.

moneylab app

See how the app can help you

Key features & benefits

Everything in one place

Link all bank accounts, assets & important documents

Save time

Read, sign and send documents with just a click of your finger

Easy budgeting

Instant budgets created around your spending

Wealth check snapshots

Track your wealth with monthly snapshots & summaries

Property & vehicle information

Live data feeds & free valuations

Stress-free tax time

Photograph & tag your receipts throughout the year

Create your team

Grant controlled guest access to your accountant, lawyer or property manager

Stay in control

Set and receive notifications to help achieve your targets quickly

How it works

Free 30 Day Financial Health Check

To start using the moneylab app, simply complete our online form. Our experts will then be in touch to advise how to set up your account and make the most out of your 30-day free trial.

At the end of your 30 days, we will provide a complimentary analysis of your finances based on 4 key areas:

1. Cashflow Management
2. Debt Management
3. Risk Assessment & Asset Protection
4. Wealth Accumulation & Retirement Planning

Our analysis will clearly show you the financial areas you are strong in, as well as area to improve upon and where you are at risk. You will then have the opportunity to set up an appointment to discuss this further.

Get a 30 day free trial!

Chat to us about the app

Call moneylab and one of our finance experts will be able to assist you immediately.
Winning Formula