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
Set up & onboard
A simple profile to get you started in minutes.
02
Map your money
Connect your accounts and see where your money stands across assets, debts, insurance, income and expenses.
03
Diagnose & learn
What you owe — mortgage, loans and cards. Each tracked with its rate, balance and terms.
04
Set goals
Choose what matters — home, retirement, family, freedom.
05
Compare & decide
Benchmark your accounts, run scenarios, get personalised advice.
06
Track & adjust
Reporting, alerts and check-ins keep you moving forward.
what the app does
Unlock your full potential.
See what's coming
Forecasting tools model your financial future from your real accounts — so you can plan ahead, not catch up.
Set and track goals
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.
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.
Compare with what's available
See how your current accounts stack up against the market — and stop paying the loyalty penalty.
Advice that's about you
Personalised guidance based on your complete financial picture, helping you make smarter decisions at every stage.
Plan the legacy you leave
We help you think through wills, beneficiaries and the structures that protect your family's future.
Built to grow with you
Every detail unlocks something useful
We'll never ask for something unless it serves a purpose. Each piece of data you add makes the app smarter — and your plan more powerful.
Tax management
Forecasts, comparisons and goals adjust for marginal rates, deductions and franking credits.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
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.
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.
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.
