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MLC Money View

We’ve made keeping track of your finances easy 

Want to know what your financial future looks like?

MLC Money View is an easy way to understand your current situation and get a projection of your financial future.

Simply drop in your personal and financial details and the secure tool will build a customised dashboard that can help you understand:

  • What your home or investment property are worth
  • What your goals are and if you are on track to achieving them
  • How your budget is shaping up 
  • If you’ll have enough in retirement
  • If you have the right level of insurance

Try MLC Money View today

Get a customised view of your finances in as little as five minutes – at no extra cost.

By getting started with MLC Money View you agree to the terms and conditions and privacy collection statement.
Download a copy of the Financial Services Guide (PDF).

If you already have an account, log in here.

How does MLC Money View work?

Start by answering a few simple questions with our chat bot Eggward and we’ll crunch the numbers for you. We’ll apply suitable calculators and modelling to project your future.

Simply create an account by entering your details and you’ll receive a customised Money View Report that you can download at any time. You can make updates to your dashboard at any time to ensure it suits your needs today and shifts with you tomorrow.

Want to know more?

  • The tool dashboard has six different tiles that cover different aspects of your finances:

    • Home – add in home, investment or rental details and the tool will generate a property snapshot for you
    • Family – add in your family details and the tool will generate a family tree and work it into your projections  
    • Goals – add in your personal and financial goals and see if you’re on track to achieving them
    • Cashflow – add in your income and expenses and the tool will create a budget and calculate your cashflow
    • Balance sheet – this section brings together your assets, liabilities, property and super and calculates your net worth
    • Protection – add in any current insurance you have to help see if you have the right amount of cover

    You’ll also have access to your own Money View Report that takes the information from your dashboard and creates a wealth summary. The Report will provide a view of your current financial position, a projection of your future and some tips to ensure you’re on track to achieving your goals.

     

  • No, there is no cost for using MLC Money View - whether you are an MLC Member or not. We are delivering this tool to Australians at no extra cost to help build financial confidence.

     

  • Yes, MLC Money View is separate to your MLC Online account.

    To log in to your MLC Online account click here

     

  • You can feel confident that your information will remain secure as MLC Money View encrypts user data to protect you and your details. Your information will be held in a secure database and the MLC Money View tool is subject to ongoing testing to make sure it remains safe. You’ll also be required to use two-factor authentication to log in to your account for an added layer of security.

     

Already have an MLC Money View account?

If you already have an MLC Money View account, you can log back into your dashboard and continue tracking your progress.

 

Log in to MLC Money View

 

If you’re new to MLC Money View get started here

Want to see how your super is tracking? Log in to your MLC account today.

 

Log in to MLC

 


Important information and disclaimer

All of the information provided when you use MLC Money View is collected and stored securely by Wealth Central Pty Ltd (Wealth Central), a company which is a related entity of the Insignia Financial group of companies comprising Insignia Financial Ltd and its related bodies corporate (Insignia Financial Group). If you want more information about your privacy before continuing, please read Insignia Financial Group’s Privacy Policy and the Terms & Conditions.

MLC Money View is offered by Actuate Alliance Services Pty Ltd ABN 40 083 233 925, ASFL 240959 (Actuate). The information provided in the MLC Money View is of general nature only and does not consider your complete personal circumstances. You should not act on it without obtaining professional financial advice specific to your circumstances.

NULIS Nominees (Australia) Limited (ABN 80 008 515 633) (NULIS), as trustee for the MLC Super Fund, does not offer MLC Money View. Wealth Central, Actuate and NULIS are companies within Insignia Financial Group. Neither NULIS, nor any other entity within Insignia Financial Group, including any other entity within the Insignia Financial Group that is a trustee for a regulated superannuation fund, is liable for or responsible for any work, action or information provided by Actuate.