Overview
Your portfolio at a glance.
Portfolio value
–
Total equity
–
Avg. rate
–
Equity growth
Portfolio split
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Portfolio
Your properties and loans, managed by your broker.
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Research
Track and compare properties you're investigating.
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Planning
Scenarios and tasks with JRW Finance.
Annual growth rate
%
Applied to all properties
Extra annual repayment
$
Optional lump sum per year
Proposed monthly repayment
$
Your scenario (all loans combined)
Portfolio projection
Portfolio value
Equity (current)
Equity (proposed)
Debt
Portfolio split
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Alerts
Smart notifications from your broker. Dismiss when actioned.
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Notes
Broker updates and your own notes.
Add a note
All
Portfolio review
Rate update
Annual review
Goal update
Question
General
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
My profile
Your personal details and contact information.
Profile photo
?
JPG or PNG, max 5MB
Personal details
Account
Client since
–
Assigned broker
James Wilson – JRW Finance
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Documents
Loan documents, statements and correspondence.
Filter by category
All
Loan contracts
Annual reviews
Statements
Insurance
Other
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions
Settings
Manage your notifications and preferences.
Notifications
Fixed rate expiry alerts
Notify me 90 days before my fixed rate expires
New broker notes
Email me when James adds a new note
Annual review reminder
Remind me to book my annual portfolio review
RBA rate movement alerts
Notify me when the cash rate changes
Equity milestone alerts
Alert me when equity crosses key thresholds
Display
Show loan balances on overview
Show equity as percentage
JRW Finance Group Pty Ltd ABN: 57 691 406 318. Credit Representative 574207 is authorised under Australian Credit License 486112. · Privacy Policy · Terms & Conditions