Security first. Always.

Trust is our currency. We employ defense-in-depth strategies to protect your wealth data, ensuring privacy, integrity, and availability.

Australian Data Residency: All data is hosted securely in AWS Sydney Region (ap-southeast-2). Engineered for Australian data sovereignty.
Encryption at Rest & In Transit: We use AES-256 encryption for data at rest and TLS 1.3 for all data in transit. Your data is unreadable to unauthorized parties.
Role-Based Access Control (RBAC): Granular permissions ensure family members, advisors, and staff only see what they need to see. No more shared passwords.
Audit Logs: Comprehensive immutable audit trails track every view, edit, and export. Know exactly who accessed what and when.
Infrastructure Security: Built on AWS serverless architecture, inheriting the security and compliance controls of the world’s leading cloud provider.
Compliance by Design: Architected with Australian privacy principles and financial regulations for SMSFs and trusts in mind. We pursue alignment with industry standards as part of our ongoing security programme.

Our CISO team is available to discuss our security posture with your technical advisors.