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TJSfinancial Wealth Portal

At TJSfinancial we believe that your growth is our business, so we have developed TJSfinancial Wealth Portal with you in mind. TJSfinancial Wealth Portal is a new, secure platform to conveniently organise all your assets and liabilities in one place.

* Non data-fed version with no advice provided for free. Pro data-fed version available $34.95 per month with no advice.

Enjoy the following benefits using the TJSfinancial Wealth Portal:
  • All your assets and liabilities are conveniently in one place
  • Auto-categorised transactions to track your spending
  • Live data feeds for property, vehicles, shares and super.
  • Store important documents, such as wills, group certificates, health benefit documents or tax summaries
  • Secure, easy digital management of your funds.

Where You Are

All your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans, retail and industry super or your SMSF and more.

What You Need

Connect with your TJS Financial adviser online to develop, implement or review your financial and lifestyle plans and make tax time easier.

Ongoing Results

Get free reports, use personalised tools and create and track goals to revolutionalise the way you and your TJS Financial adviser manage your financial world.

Store everything in one place

Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multifactor authentication on your wealth portal for further peace of mind.

Budget is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Tax time? Piece of cake!

The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.


Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Manage your property

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

Stay in control

Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn't get any easier as the goal calculator enables you watch your money grow.

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Tor Janes ABN 53 896 161 038 [t/a TJSfinancial] is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit Licence No. 236523.