Safe, secure & confidential
Licensed expertise
Easy to use
Choose your plan
Safe, secure & confidential
Licensed expertise
Easy to use
Choose your plan
Most people guess at their finances.
Our users don't.
what is transfigr?
A path that grows with you.
Getting started is easy. We ask for a high-level snapshot to get you up and running, then go deeper only when there's a reason to.
01
Complete your Financial Health Check
A set of guided questions designed to build a picture of your financial health.
02
Receive your
personalised report
We translate your inputs into insights you can actually understand – no jargon, no scare tactics.
03
Build your
dynamic financial plan
What you owe — mortgage, loans and cards. Each tracked with its rate, balance and terms.
04
Track progress and
measure success
Access tailored tools, guidance and resources to help you move forward with confidence.
01
Complete your Financial Health Check
A set of guided questions designed to build a picture of your financial health.
02
Receive your
personalised report
We translate your inputs into insights you can actually understand – no jargon, no scare tactics.
03
Build your
dynamic financial plan
What you owe — mortgage, loans and cards. Each tracked with its rate, balance and terms.
04
Track progress and
measure success
Access tailored tools, guidance and resources to help you move forward with confidence.
Cashflow
Understand where your money goes each month.
Debt
Get clarity on what you owe and how to tackle it.
Risk & Insurance
See if you're properly protected against the unexpected.
Investments
Review how your money is growing for the future.
Retirement
Check you're on track for the life you want later.
Estate Planning
Make sure your wishes are protected for those you love.
Cashflow
Understand where your money goes each month.
Debt
Get clarity on what you owe and how to tackle it.
Risk & Insurance
See if you're properly protected against the unexpected.
Investments
Review how your money is growing for the future.
Retirement
Check you're on track for the life you want later.
Estate Planning
Make sure your wishes are protected for those you love.
Built on experience.
Driven by curiosity.
Our platform is the product of time-tested wisdom and the collective expertise of seasoned industry professionals. It blends deep knowledge from diverse sources with the fresh perspective and curiosity of a new generation. Whether you’re an individual, business owner or organisation – discover how our tools can help shape your financial path.
Financial Health Check
The Transfigr App
For Organisations
Your security is our priority.
We've built robust protection into every layer of our system, including multifactor authentication, firewalls, and advanced encryption. Regular security testing ensures our defenses stay strong and up to date. You can trust that your information is safe with us - always.
Financial Life Model
Your financial life,
modelled.
Build your personal financial life model to chart the course of your future. Start with a simple snapshot, then build it out at your own speed, in your own time.
It's your financial life — and the more you put in, the more powerful it gets.
Everything You Need
What's in your corner.
Seven capabilities, one connected plan — designed to work together as your life and finances evolve.
01
See what's coming
Forecasting tools model your financial future from your real accounts — so you can plan ahead, not catch up.
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02
Plan with purpose
Set meaningful goals and build a clear path to reach them. From buying a home to retiring early — your plan adapts as your life does.
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03
Manage your tax
Track the details that matter — cost base, income components, tax treatment — so you're on top of what you earn, every year.
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04
Compare with what's available
See how your current accounts stack up against the market — and stop paying the loyalty penalty.
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05
Advice that's about you
Not generic tips. Personalised guidance based on your complete financial picture, helping you make smarter decisions at every stage.
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06
Learn as you go
Step-by-step paths meet you where you are. The more you learn, the more the app can do for you.
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07
Plan the legacy you leave
Estate planning isn't just for the wealthy. We help you think through wills, beneficiaries and the structures that protect your family's future.
Five building blocks
A complete picture of
where you stand
Your finances are a flow of funds — money comes in, gets held, and goes out. The clearer we can map that flow, the better we can help you direct it.
01
Income
Money flowing in — salary, dividends, rent, side hustles. Components and timing matter for tax.
02
Expenses
Money flowing out — fixed bills, variable spending and the everyday choices that compound over time.
03
Assets
What you own — savings, investments, super, property and everything that grows your net worth.
04
Debts
What you owe — mortgage, loans and cards. Each tracked with its rate, balance and terms.
05
Insurance
Protection if something goes wrong — life, income, health and the cover sitting inside your super.
Ready when you are
Start your free Health Check.
Ten minutes is all it takes to see where you stand — and where you could be. No credit card. No commitment. Just clarity.
Takes you to a guided 10-minute online assessment. Your information is private and never shared.
