Welfie is a secure financial app that connects to your bank accounts, superannuation and other financial accounts to give you a clear, consolidated view of your complete financial picture.

Using secure data connections, including Open Banking where available, Welfie reads your balances and relevant information, with your permission,  and brings everything together in one place. This allows you to see how your income, assets, super and liabilities fit together in real time.

By bringing your financial information into one secure app, Welfie helps you understand where you stand today, how you’re tracking for retirement, and when it makes sense to speak with an adviser about your next move.

Open Banking is a government-regulated system that allows you to securely share your financial data with trusted providers, only with your permission.

It is:

• Consent-based
• Time-bound (you control how long access lasts)
• Secure and encrypted
• Designed to give you more control over your data

When available, Welfie uses Open Banking connections to access your information securely and directly.

Welfie lets you securely connect your bank accounts, superannuation, assets and liabilities so you can see everything in one place. This gives you a clear, up-to-date view of your financial position without spreadsheets or manual tracking.

Yes, if the digital connection is supported by your super fund. Some super funds have limited digital connectivity across the industry. Where automatic data is incomplete, you can manually add balances in Welfie.

Welfie is for anyone who wants more clarity and control over their money.

Whether you’re wondering if you need that fourth streaming subscription, saving for your first home, thinking about investing, planning for retirement, or simply wanting to track your progress, Welfie helps you see everything in one place.

It’s for people who want fewer money worries and more informed decisions.

Wherever you are in life, Welfie gives you a clear picture of your finances and the confidence to move forward.

With your permission, Welfie connects to your bank, superannuation, loan and investment accounts so you can see your full financial picture in one place.

We do this using:

• Open Banking connections (where available)
• Globally trusted leader in financial data aggregation and Open Banking tech, Yodlee

These connections are encrypted and designed specifically for financial data sharing. You choose what to connect and you can disconnect at any time.

Welfie uses Yodlee, a global leader in financial data aggregation and Open Banking technology.

About Yodlee:

You can learn more about Yodlee and the CDR legislation here: solutions.yodlee.com/au-cdr.html.  https://www.yodlee.com/legal/yodlee-security

Yes. Your data is:

• Encrypted in transit (when moving between systems)
• Encrypted at rest (when stored)
• Protected using recognised industry-standard security practices

These are the same types of safeguards used by major financial institutions.