When your clients track their net wealth, property equity, and existing liabilities in one place, they walk into your first meeting with a clear picture — not a shoebox of statements from different platforms.
Instead of arriving with four bank statements, two brokerage PDFs, a guessed super balance and a property value from memory, your client sends you one link. You open it and see their whole position — before the conversation begins.
Illustrative example. Not real client data.
Current property value, outstanding mortgage balance, and net equity per property. Amortisation schedule shows remaining balance over time.
All loans in one place — mortgage, investment loan, car loan, personal debt. Net wealth = total assets minus total liabilities.
ASX equities, US stocks, managed funds, cryptocurrency — live prices, current value, and unrealised gain/loss across all platforms.
Clients can model a new property purchase — deposit, stamp duty estimate, monthly repayment at different rates — before your meeting.
Client creates a free PortWorth account and enters holdings, properties, mortgages, and other assets. Takes about 20 minutes the first time.
Live market prices update their portfolio automatically. Property values and mortgage balances are updated by the client as they change.
One click generates a read-only share link. The client sends it to you — you see their complete picture, no credentials, no spreadsheets.
Their complete financial position — property equity and mortgage balances, ASX and US share portfolios, superannuation, cryptocurrency, cash accounts, and other assets and liabilities. Everything feeds into a single consolidated net wealth figure.
Yes. Clients generate a secure, read-only share link and send it to their broker, who can view net wealth, property equity and existing debt — without any login credentials.
Yes. Clients record all loans including mortgages, investment loans, car loans and personal debt. These are deducted from total assets to show net wealth, and mortgage amortisation schedules show remaining balance over time.
PortWorth includes a property purchase calculator that models borrowing scenarios, but it does not calculate formal serviceability — that requires lender-specific assessment. It helps clients understand their position before a broker conversation.
PortWorth has a free plan to track up to 10 holdings. Essential ($19/month) and Professional ($49/month) unlock full property tracking, mortgage modelling and budget tools. A 14-day free trial is available on paid plans.
Share this page with clients who could benefit from having their complete financial position in one place — or contact us to discuss referral options.