Built for New Zealand

Why We Built Swish

Because most people don't have a clear view of their
financial life, or where it's heading.

Finance Today Is Fragmented

Most people manage their finances across multiple platforms.

Bank Accounts In One Place

Loans In Another

Assets Tracked Separately

Insurance Often Forgotten

Even When Everything Is "Managed", It's Rarely Connected.
That Makes It Difficult To Answer Simple But Important Questions:

1

What is my true financial position?

2

Am I moving forward or standing still?

3

What will my finances look like in the future?

Clarity Changes Everything

When you can clearly see your financial position, better decisions follow.
And when you can see where your finances are heading — not just where they are
today — you gain the ability to shape your future.

That's the gap Swish was built to solve.

Your Smart Financial Dashboard

Swish brings together all parts of your financial life in one place.
But more importantly, it helps you understand how everything connects, and how your financial position evolves over time.

Loans

Insurance

Businesses

Bank Accounts

Assets

Not Just Where You Are, Shape Where You're Going

Swish is designed to go beyond tracking.
It helps you understand how your finances could evolve based on the decisions you make today.

A Small Extra Repayment.

A New Investment.

A Change In Spending.

Over time, these decisions compound. Swish helps make that future visible, so you can
make confident decisions today with an understanding.

Built For Kiwis, By Kiwis.

Swish is designed with New Zealanders in mind — including how people manage bank accounts, property, lending and insurance locally.

As open banking evolves, Swish is built to integrate securely and responsibly within that ecosystem.

Built for Kiwis, by Kiwis

Our Mission

To Give People A Clear, Connected View Of Their Financial Life, And The
Confidence To Make Better Financial Decisions.

Designed With Trust At The Core

We understand that financial data is personal and sensitive. Swish is built with a strong focus on
security, privacy and transparency.

1

Secure authentication

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2

Encrypted data

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3

Read-only bank connections

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4

User-controlled access

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Your financial information remains yours.

Built By People Who Understand Finance

Swish is built by a team with experience across financial advice, property, lending and technology.
We've seen first-hand how difficult it can be for people to get a clear picture of their finances — and how powerful
that clarity can be when they do.

A Better Way To Understand Your Finances

We believe that when people have a clear view of their finances, they make better decisions.
And over time, those decisions can change everything.

Swish Is Built To Help Make That Possible.

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