Introducing Wealth Locker
Your entire financial world, in one secure place.
Wealth Locker was created by Ross Hennig, founder of Lakeside Financial, built on the same principle we've always worked to: your financial life should be organised, protected and easy to make sense of.
See Wealth Locker in action
We know how easily important documents end up scattered, a Will in a filing cabinet, a policy buried in an inbox, super statements nobody's looked at in years. Wealth Locker brings it all together in one secure space, so you always know exactly where to find it, and so can the people who need to, when the time is right.
How it works
From inbox to insight, in four steps
Upload however you like
Drag in a PDF, snap a photo, or forward it straight from your inbox.
AI reads it, then files it
Policy numbers, coverage and dates extracted automatically, most documents done in about a minute.
One organised picture
Insurance, estate documents and wealth positions, all in a single dashboard.
Stay protected
Renewal reminders before cover runs out, plus an AI health check on your estate documents.