Introducing ‘Your Wealth Portal’.

 

KeyboardIf you are a wealth management client of 5 Financial, you now have the opportunity to tap into a powerful online resource that helps you keep up to date with your financial position.

This new offering complements our existing wealth management services by giving you an instant snapshot of the key areas of your financial life.

‘Your Wealth Portal’ securely collates your key financial information so you can check where you stand 24/7 from any device.

It captures data on the value of your property, bank accounts, car, credit cards, super and shares, all in one place. Powered by myprosperity, data feeds from banks, super funds and the stock exchange (to name a few) so that it is always up to date.

You can watch a video about it here.

We are progressively creating a Wealth Portal account for each of our wealth management clients. If you haven’t yet received your invitation to login and you’d like to get started now, please email Roslyn care of admin@5financial.com.au who will fast track your account.

Going forward, your Wealth Portal will be one of the tools we use to prepare for your annual Review Meeting. Please note, it does not replace any of the services we offer – it’s simply an additional service we would like to offer you. No additional payment is required for this.

We’re sure you will enjoy the convenience offered by this new initiative. If you have any feedback about it, we’d love to hear it.

2018-01-22T08:14:31+00:00 January 27th, 2016|