Your Wealth Portal

Enjoy a simpler way to manage your finances with the
Wealth Portal.

Available to our clients, the Wealth Portal provides an instant snapshot of where you stand financially. Secure and easy to use, you can log in anytime from any place and access data on your credit cards, bank accounts, home loans, investments, property, super and more.

Here’s a video that tells you more about it:

To summarise, with your Wealth Portal, you can:

  • Enjoy the ease of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more
  • Access a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
  • Store all of your financial information in one, convenient, online location
  • Let us know about areas you’d like help with just one-click
  • Take control of your cash flow with automatic categorisation of your income and expenses, and instant budgets
  • Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online

Your Wealth Portal will be one of the tools we use to prepare for your annual Review Meeting. We’re sure you will find it a highly valuable tool and we look forward to your feedback about it.

If you have any questions, please don’t hesitate to contact us.

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