Your personal wealth portal is where you can manage all your financial world. Take control of your finances by accessing all your important financial information in one place – your home, investment properties and rent statements, your car, bank accounts and even your super. Add your bank account and credit card using ‘my cash flow’. Track your spending by auto categorisation, instant budgeting.
And make tax time easy with simple tools to manage your transactions. Say goodbye to spreadsheets and shoe boxes, by uploading all your important documents, insurance policies, wills, lease documents, and receipts – stored securely in the cloud.
You can also connect with your financial professional if you are considering any financial products or services, using the ‘my financial review’ tool. And once you have added everything, you can generate detailed personal wealth reports, so you always know where you are at. So go ahead and get started now!
Find out more about the wealth portal (video)