Invest In Your Future

Portal Features

Take control with your personal wealth portal

Everything in one place

All your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.

Property and Vehicle information

Live data feeds and free valuations track the performance of your property and vehicles. Live data feeds and free valuations track the performance of your property and vehicles.

All the latest data updates from Australia’s leading data providers ensure your information is always up to date.

BudgetING is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Transactions

Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically create reports to monitor your spending.

Wealth check snapshots allow you to track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.

Portal Key features:

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (e.g. receipts, wills, contracts etc.). You can also view and manage all your insurances in one place.

Build your A-team

Build your A-team and give guest access to those in your financial world that you trust, like your accountant, property manager or even your lawyer. Your portal enables you to select what they can view, change or control.

Tax time? Piece of cake!

The end of the financial year and the end of stress! You have the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you. It’s simple!

Manage your property

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.

All devices. All the time

Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smartphone, you’ll have access to your entire financial world whenever you need it, 24/7.

Stay in control

Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.

digital document signing

Anytime, anywhere! At home or on the go, sign documents on your desktop, tablet or mobile from your personal wealth portal. Store everything in one place. Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multi-factor authentication on your wealth portal for further peace of mind. Never miss a deadline Download the wealth portal app to get notifications, and never miss a deadline for important documents. No app? No problem – you’ll also receive email reminders. Save time Say goodbye to last minute printer hangups and rush hour at the post office. Read, sign, confirm and send in just a few seconds with a click of your mouse (or finger). Go paperless with digital document signing. Digital signatures are a quick, easy and secure way to sign important documents from your adviser.

Sign up to our wealth portal today!