Your Personal Finance Workspace

Plan Smarter.
See Clearly. Decide Confidently.

Client Tools

What you can do here

Each tool is designed to help you visualise your financial position. Enter your details and explore scenarios.

Asset Allocation & Net Worth

🔒 Access code required Open →

Portfolio Management

🔒 Access code required Open →

Account Balance Dashboard

🔒 Access code required Open →

Goal Tracker

🔒 Access code required Open →

Financial Calculators

🔒 Access code required Open →

SRS Tax Optimizer

🔒 Access code required Open →
Getting Started

How to use the tools

Tools are accessible via access code provided.

1

Open the tool

Click any of the tool cards above. Each tool opens in the same browser window.

2

Enter your access code

Tools are accessible via access code. Access codes are personal and non-transferable. Do not share your code with anyone.

3

Enter your details

Fill in the input fields.

4

Save or export

Use the Download CSV or Print to PDF button to keep a copy. Data is not stored on the server.

Important Notice
Data is processed within your browser. Information entered into the tools is not intended to be transmitted to or stored on a NorthAxis server. Some tools may save information in your browser’s local storage so that it remains available on the same device.
Local data may be visible to others using the same browser/device, even if they use a different access code. Avoid shared or public devices and clear your browser data after use.
Export to keep your data. To retain a record of your inputs and results, use the Download CSV or Print to PDF function before clearing or resetting the data.
Import to work on your data. Use the Upload CSV function to continue working on previously exported data.
Outputs are for informational and illustrative purposes only and do not constitute financial, investment, tax or legal advice. Do not rely on them as the sole basis for making financial decisions.