FolioNav is the financial command centre for Australian investors managing personal, spouse, and SMSF accounts. Model CGT in real time. Project your retirement runway. Optimise across entities before you execute.
Model how long your portfolio lasts across all entities. Three scenarios, depletion sequencing, age pension marker — all adjustable in real time.
Analyse your property position, mortgage offset strategy, and net equity across scenarios. Understand the real cost of your home loan.
FolioNav will connect your personal, spouse, and SMSF accounts in one place — modelling the tax consequence of every decision before you execute.
Be first when the full platform launches. No spam — one email when it's ready.
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