Your Wealth Portal is the convenient way to get 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:
We are establishing Wealth Portal accounts for each of our wealth management clients on a progressive basis.
Once an account is created for you, we will send you an email inviting you to log in and get started!
If you are a wealth management client of Jason or James, and you haven’t yet received your invitation, you can write to us to fast track your account. Please contact us and ask us to create your Wealth Portal for you.
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 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
Going forward, 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.