OwnersCasey + Jordan
HomeJoint
LoanJoint
Change the plan, not the facts.
Connect ownership, property and debt once. See Position, then test cashflow, property and retirement decisions without rebuilding the portfolio.
Planning estimates only. Not financial, tax, legal or lending advice.
Planning comparisons do not change recorded facts.
Record
RecordedPosition at 30 June 2026
PropertyTrust
LoanTrust
CashFund
BalancesMembers
Retirement plan
PlanSell investments, keep home
- Starts
- 1 July 2026
- Investments
- Sell
- Structures
- Wind up
- Home
- Retained
Home stays. Cash stays owner-specific.
Sell investments, keep home. Home stays. Cash stays owner-specific.
One connected record. Decisions you can explain.
Record the legal and financial structure once, ask one defined planning question, then review the result, its basis and its limits.
One record keeps every owner separate
See the position before changing it
Position brings legal owners, properties, loans, other assets, income, living expenses, super and SMSF records together. Valuation, current cashflow, saved-plan outlook and suburb context stay separately labelled.
History stays dated
Effective-dated property values, ownership periods and supported schedules keep their dates, so each position can use the facts applicable to its as-of date.
Illustrative sample only. Values shown in the record are not account data.
Test one decision at a time
Cashflow: what changes the cash position?
See current cashflow, then test a temporary Forecast, one Refinance proposal or a Stress test without pooling owner cash.
Property: what could change?
Property analysis shows the dated position and an explicitly requested sale outcome. Property Outlook applies temporary assumptions to value, debt, equity, rent, costs and cash contribution.
Retirement: can the portfolio fund it?
Save the plan assumptions, then compare Hold, Keep home, Sell everything and custom property sale dates.
Suburb: research a place in context
Explore the map, open an area analysis or compare suburbs using each place’s house or unit evidence period. Scores remain external place context and never change portfolio facts.
Know what the result means and where it stops
Each supported result keeps its date, recorded facts, assumptions and owner attribution visible.
Business reviews client facts before applying them.
Business client management
A Personal account has at most one portfolio. Business keeps separate client cases, requests facts securely and applies a complete response only after Review.
Reports
Personal and Business can print a current successful supported result. Separately, Business can send that exact reviewed result as a frozen report with secure access.