Now with AI Wealth Planning

Every asset.
One number.
Updated nightly.

The ultimate Australian wealth orchestration platform. Combine AI insights, Monte Carlo simulations, and Up Bank syncing to secure your financial future.

Auravest is the premier Australian wealth orchestration dashboard designed to calculate your exact net worth across properties, crypto, and SMSF assets, while offering native syncing capabilities for platforms like Up Bank.

5 days free, then from $15/mo
No card required
Read-only bank sync
Auravest Dashboard showing financial overview

Everything You Need to Master Your Finances

Powerful features designed specifically for Australian individuals and businesses, powered by intelligent agents.

AI Financial Adviser

Get personalised financial recommendations through our intelligent chat interface that understands your complete financial picture.

Ask about tax reduction strategies and receive instant, tailored advice

Smart Goal Projections

Set savings goals and watch AI-powered predictions show you exactly when you'll achieve them with visual progress tracking.

Track your house deposit goal with timeline predictions

Monte Carlo Simulations

Run thousands of market scenarios to stress-test your portfolio and project your wealth trajectory with confidence.

Simulate 30-year projections with precise success probabilities

Australian Tax Optimisation

Built specifically for Australian tax laws with intelligent deduction tracking and capital gains calculations.

Discover potential tax savings of thousands per year

Comprehensive Net Worth

View all your assets and liabilities in one place - properties, superannuation, investments, and loans.

See your complete financial picture with detailed breakdowns

Intelligent Budgeting

Connect your bank accounts for automatic transaction categorisation with smart spending alerts and insights.

Get notified when approaching budget limits with actionable tips

Wealth Management, Evolved

From raw data to actionable wealth strategy in three steps.

Step 1

Connect & Aggregate

Build a complete picture of your net worth in minutes. Securely connect your bank accounts, superannuation, and investment platforms to track every dollar in real-time.

  • Real-time Net Worth Tracking
  • Automatic Transaction Categorisation
  • Bank-grade Security
Connect & Aggregate
Step 2

AI-Powered Analysis

Stop guessing. Our AI analyses your portfolio 24/7 to identify concentration risks, tax inefficiencies, and rebalancing opportunities.

  • Diversification Scoring
  • Smart Rebalancing Alerts
  • Sector & Geo Exposure
AI-Powered Analysis
Step 3

Strategic Optimisation

Get personalised, actionable advice. Ask Auravest complex questions about tax residency or investment structures and get clear, compliant answers.

  • Tax Optimisation Strategies
  • Retirement Planning Scenarios
  • Conversational Finance
Strategic Optimisation

Built differently

Designed for Australian wealth.

Three commitments behind every screen — and why they're hard to copy.

01

Australian tax & SMSF, native

Built from the ground up for AU tax law, SMSF reporting, CGT, and ATO-aligned categorisation. Not a US-built product retrofitted with a kangaroo on the homepage.

02

Read-only by design

We aggregate balances through read-only bank APIs. We can see your numbers. We can't move your money. Encrypted at rest, TLS in transit.

03

Talk to your wealth

Ask Auravest about your portfolio's tax exposure or rebalancing options like you'd ask a finance-fluent friend. Powered by Gemini, grounded in your own data.

Simple, Transparent Pricing

Choose the plan that's right for you. All plans include a 5-day free trial.

Personal

Master your personal wealth with AI-driven insights

AUD$15/month
  • Real-time net worth tracking
  • Up Bank integration
  • AI Wealth Advisor (Gemini)
  • Financial goals tracking
  • Portfolio risk analysis
  • Optional Business Profile add-on

Free for 5 days, then $15 AUD/month auto-renews monthly until you cancel. Cancel anytime from your account — no charge if you cancel before the trial ends.

Recommended

Family

Secure your family's financial future together

AUD$29/month
Includes everything in Personal+ adds
  • Up to 5 family profiles
  • Shared family dashboard
  • Prioritised AI coaching
  • Optional Business Profile add-on

Free for 5 days, then $29 AUD/month auto-renews monthly until you cancel. Cancel anytime from your account — no charge if you cancel before the trial ends.

All prices in AUD. Cancel anytime during your trial with no charges.

Frequently Asked Questions

Everything you need to know about Auravest.

Your data stays yours

Auravest uses read-only bank access and encrypts every record at rest. We can see your balances. We can't move your money.

Read-only access
Up Bank API, never write
Encrypted at rest
In-transit TLS, at-rest AES
No card up front
Cancel before day 5, no charge