Your Family Financial Hub
One private place for your family’s whole financial life.
Money, records, wills and plans — gathered in your family’s own Hub, kept current by Penny, and overseen by your adviser at Penguin Wealth. Nothing to maintain, nothing to remember.
Everything your family needs to know, in one place
Not a filing cabinet, and not another app to manage — a living record your whole family can actually use.
Money & records
Property, pensions, investments, insurance and even the utility providers — the full picture, with every figure checked by your adviser.
Wills, trust & legacy
Where the will is held, whether powers of attorney are in place, how the estate is structured — visible at a glance, flagged when something needs attention.
Meetings, updates & learning
Notes from your adviser, reminders before reviews, and short plain-language videos on the topics that matter to your family.
“When the unexpected happens, everything your family needs is already in one place.”
— why Penguin Wealth built your family a Hub
Set up for you, not by you
Your adviser and Penny do the heavy lifting — your family just signs in.
Your adviser builds it
They share the paperwork they already hold for you, and Penny reads it and sets the whole Hub up — checked by your adviser before anything is recorded.
Penny keeps watch
Missing documents, approaching deadlines, rule changes on the horizon — Penny flags what matters and explains it in plain language. Every figure is calculated, never guessed.
Your family stays in the picture
Each family member sees what you choose to share with them — and when the unexpected happens, everything anyone needs is already in one place.
Private by design
No passwords to lose
Sign in by secure email link or passkey — nothing to write down, nothing to forget.
You decide who sees what
Access is set per person and can change at any time — from full view to updates only.
A record you can stand on
Every change is logged in an audit trail that can’t be edited after the fact, and you can download a complete copy of everything, any time.