Healthy Finances
for Happier,
Thriving People
Spend Smart, Save Smart, Live a Richer Life with tools to supercharge your personal finances.
Healthy Finances
for Happier,
Thriving People
Spend Smart, Save Smart, Live a Richer Life with tools to supercharge your personal finances.
Unlock Your Financial well-being
Keeping up with your finances can be tough. But you don’t need to do it on your own. Money stress affects our health and well-being, and over 60% of us feel anxious and stressed about money. Australian businesses lose $31.1 billion per year in productivity due to employee money stress. Estate helps people to spend smart, save smart, live richer lives, with tools and personalised coaching to help you pursue your money dreams with confidence.
Digital Financial Wellness
Improve your financial decisions and financial well-being. Access personalised insights based on your savings, spending, borrowing, and progress towards short and long term financial goals. Estate App uses machine learning, AI, and data analytics to accurately forecast expenses, balances, with everything you need to empower your personal finances.
Corporate Team
Challenges
Financial Coaching
Take financial wellness to the next level with comprehensive financial coaching to achieve personal financial objectives. Whether you are starting out, optimising personal finances, preparing for retirement or somewhere in between, Estate provides unparralleled support and access to the highest calibre of fully licensed financial coaches. Whether your needs are around budgeting and goals, investing, preparing for retirement, we’re here to proactively guide you and to help you stay on track to achieve your lifelong financial goals.
What our customers are saying
