We understand not everyone is ready to work with a financial adviser. That’s why we’ve made our Wealth Portal available to anyone who wants to get their finances sorted.
The portal allows you and anyone you authorise – your accountant, financial adviser or lawyer – to access all or specific pieces of your financial information in one place. It’s sophisticated yet simple to use and includes bank level security. Tick, tick, and tick.
Access your bank accounts, superannuation, insurance info, property transactions and other asset and liability details in one convenient spot. You can also sign and store important documents including wills, group certificates and tax summaries.
Log in anytime to view how much you’ve spent, how much you’ve saved, and how you’re tracking against your finance goals. You can categorise your transactions and stay on top of where you’re at in as little as 10 minutes a week. As we tell our clients, looking after your money is the ultimate act of self-care.
Rest easy knowing all your information is protected by the same 256-bit encryption and physical security used by 600 leading banks, financial institutions and companies across the world.
Stay in the loop with live data feeds from leading financial and investment platforms. You can view real-time info from your desktop, tablet or smartphone then track your money using the reporting, cashflow and budgeting tools.
Tag and filter all your tax items and upload receipts as you go to make tax time less of a headache. When the end of financial year comes around, simply give your accountant access to the info they need.
Whether you’re planning for divorce or wanting to draft your will, the portal allows your financial adviser or lawyer to collect relevant financial information resulting in less time and stress for you. The software is only available through a financial adviser and it’s the same solution we use for our clients. That means if you do decide to work with us, you’re already set up.
We understand not everyone is ready to work with a financial adviser. That’s why we’ve made our Wealth Portal available to anyone who wants to sort out their finances.
You’ll be able to start the set up process straight away. The pro features, which include the live bank feeds, automatic categorisation of transactions and budgeting tools, will be turned on within 48 business hours. Inside the portal is a step-by-step set up process designed to help you get the most out of it.
If you’re ready to focus on your finances and reap the rewards, take the first step by subscribing to our Wealth Portal now.Subscribe now
Payment is processed via Paypal and charged monthly in advance. You can cancel at any time.
Like anything, you’ll get out of this what you put into it. The Wealth Portal is a fantastic system to allow you to get financially well-organised and stay that way! We encourage you to set aside some time to get it set up and familiar with the features. It’s pretty intuitive and once established, it’s simple and quick to maintain. Imagine the bliss of a perfectly co-ordinated and organised linen cupboard or tool shed - and then 10x it!Subscribe now
Please note: Emails are sent within 24 hours on work days. If you register on the weekend, we will process your registration when we return to the office.Need Help?