Welcome to your client portal.

Smart investing, made simple.

Client Portal Login

We work with your financial adviser to provide a smarter, more streamlined way to manage your investments - all through a single, secure platform.

With Timeline’s fully integrated ecosystem, your financial plan and entire portfolio can be held in one easy-to-access online portal, across a range of tax-efficient accounts. That means less admin, greater clarity, and better outcomes.

By bringing everything together in one place, your adviser can focus more on you and your goals—not on chasing paperwork.

If you have any questions about your investments or financial plan, please speak to your trusted financial adviser.

Planning

Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

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Portfolios

Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

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Exclusive to financial advisers

We make financial planning easier for advisers and more engaging for clients. Financial Advisers add the most value to clients through personalised plans and coaching that gives clients clarity and confidence in their financial future. Hear the direct feedback from advisers and firms who have reaped the benefits of working with us.

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This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.