Projects
Products I've designed and built, from the data model to the interface.
The practice platform for financial advisers.
Clients, pipeline, modelling and advice documents in one place. Most of a Statement of Advice is already written by the time an adviser opens it.
- One record per household: partners, finances, goals and every conversation
- Retirement and cashflow modelling with Monte Carlo ranges
- Advice documents with AI drafting, compliance checks and online acceptance
Built with TanStack Start, React, Drizzle, PostgreSQL, Better Auth.
- TanStack Start
- React
- Drizzle
- PostgreSQL
- Better Auth
Margaret & Paul Whitfield
MWMargaret & Paul Whitfield
Couple, both 54. Retiring at 62.
RetirementSuper
Activity
- Margaret and Paul accepted the Statement of Advice online, just now
- Retirement advice moved to Authority to proceed, 2 min ago
- Fact find submitted through the client portal, 21 Aug
Strategy meeting, 3 Sep
Both want certainty of income from 62. Agreed $12,000 a year salary sacrifice between them and rolling Paul's old fund into his main account.
- Status
- Active
- Net worth
- $1.84M
- Ongoing fee
- $4,400 a year
- Fee renewal
- 15 Oct 2026
Capital gains tax tracking for Australian share portfolios.
Keeps every parcel with its cost base and acquisition date, then produces what you need at tax time without a spreadsheet.
- Realised gains split short and long term, with the 50% CGT discount applied
- Unrealised gains by FIFO tax lot
- AMIT statement imports and PDF tax reports
Built with SvelteKit, Svelte 5, Drizzle, PostgreSQL, LayerChart.
- SvelteKit
- Svelte 5
- Drizzle
- PostgreSQL
- LayerChart
Tax report 2025–26
| Holding | Acquired | Cost base | Gain | Term |
|---|
| VAS140 | 12 Mar 2022 | $12,404 | +$3,286 | Discount |
| VGS95 | 04 Aug 2023 | $10,121 | +$2,917 | Discount |
| BHP200 | 19 Nov 2024 | $8,730 | +$1,402 | Discount |
| CSL18 | 28 Jan 2026 | $4,995 | +$609 | Short |
A trip planner that maps your itinerary day by day.
Plan the days, hotels, flights and travel between them, see the route on a map, and share the trip with the people coming along.
- AI travel agent that drafts a whole itinerary from a prompt
- Map of each day with driving routes between stops
- Collaborators, share links and a packing list
Built with SvelteKit, Remote functions, Drizzle, PostgreSQL, Leaflet.
- SvelteKit
- Remote functions
- Drizzle
- PostgreSQL
- Leaflet
Japan, spring
- 1TokyoShibuya, teamLab Planets
- 2HakoneRopeway, onsen ryokan
- 3KyotoFushimi Inari at dawn
- 4NaraTōdai-ji, deer park
- 5OsakaDōtonbori, fly home
Hakone to Kyoto
Shinkansen, 2h 10m