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.
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 nowPayment 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!
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