THE

PLATFORM

Your financial world in the one place to
make building wealth simple





What is the Otium Platform

The Otium Platform is a powerful, wealth building portal. It’s the smarter way to view, manage and control your financial world.

Every time you work with a financial service provider they need you to run around, fill out mountains of paperwork, waste time digging out superannuation, credit card and bank statements, group certificates, budgets, life insurance and estate planning just to do the most simplest of financial transactions. There has to be a better way to manage your financial world!

There is.

The Otium Platform is one place central to your advice network, cloud based, intuitive and designed to power investment decisions at the press of button.

FEATURES

The features and tools available within the platform mean you will always know where you are at. Achieving your financial goals and staying on track will all be made easier.

Everything in one place
All of your assets and liabilities are
conveniently in one place so you can see
everything you need at once. Link all your
accounts and more.

All the latest data
Partners with Australia's leading data
providers to ensure that your information is
always up to date.

Property down pat
Live data feeds track your property and
suburb's performance.

Know your vehicle
Receive free valuations and performance
ratings on your vehicle

Receive free valuations and performance ratings on your vehicle
Give guest access to your accountant,
financial adviser, property manager or even
lawyer and select what they can view/control.

Time to buy property?
It's easy to buy property using the new
property tools. Discover how much equity you
have, find out what you can buy right now
and track your progress towards living in your
next home! In just minutes you'll be able to
realise your property dreams.

Manage your property
Send a request to your property manager to
integrate your property and receive free
benefits like property transactions,
documents and receipts uploaded online.
You'll also have access to special property
commands to help you manage your
property effectively.

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

Wealth snapshots
Snapshots display 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 much wealth is tracking and
keeps you up to date automatically each
month.

Auto categorisation
Your transactions are automatically
categorised to allow you to easily see where
you're spending your money. Personalise and
manage your transactions to reflect your life
by tagging and filtering transactions.
Automatically set up reports to monitor
spending.

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.

Stay in control
Set & receive notifications,
goals & use the calculator to 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.

All devices, at the time
Whether you're on your desktop, table or
smart phone, you'll have access whenever you
need it, 24/7.

FEATURES

STEP 1
Choose your membership option.

STEP 2
Set up your account.

STEP 3
Start exploring your digital financial world and take advantage of the tools now at your fingertips!

Benefits

CONTROL

EVERYTHING IN ONE PLACE

LESS PAPERWORK

INFORMATION, DATA & RESOURCES

SUPPORT

OTIUM PLATFORM MEMBERSHIPS

STARTER

Try the Otium Platform for FREE! Upgrade to Pro at anytime.

  • Real-time balance sheet / net worth
  • Initial online home valuation
  • Initial online motor vehicle valuation
  • ASX shares feed
  • Comprehensive wealth report
  • myteam: Create a group of experts
  • Manual bank, credit card, loans, and super balances
  • Basic reports

PRO

Why wait? Unlock ALL of the starter features + more!

  • Feeds (credit card, home loan, bank accounts and super)
  • Monthly online home valuation updates
  • Monthly online motor vehicle valuation updates
  • Landlord tools and investment property report
  • All tax documents in one place
  • Range of goals and calculators
  • Auto categorisation of transactions
  • Budgeting tool
  • Cloud document storage

WHAT OUR CLIENT'S SAY

“I've always been motivated to grow my wealth but sorting out paperwork and keeping on top of finances has always been overwhelming! The platform gathers our important financial information and allows us to manage and seek advice all in the one place. I've learnt so much and am so much more confident in making decisions.” - Alicia, Queensland

"I have always been interested in using property to grow our wealth. We have owned four properties over time but never felt informed when doing so. The platform makes buying and managing property quick, easy and super simple!” - Peter, Queensland

START TODAY!