MyWealth Client Portal

Achieve more with your wealth and create the beautiful future that you deserve.

Our MyWealth app gives you access to your whole financial world through your phone or tablet.

Why MyWealth?

  • Understand where you are you are financially with a range of tools and reports
  • Manage your finances more efficiently by having everything in place
  • Accomplish important financial milestones with MyGoals

Features

Everything in one place

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

Everything in one place
All devices, all the time

All devices, all the time

Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.

Stay in control

Set & receive notifications, goals & use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator let’s you visually watch your money grow.

Stay in control
Property down pat

Property down pat

Live data feeds track your property & suburb’s performance.

Know your vehicle

Receive free valuations & performance ratings on your vehicle.

Know your vehicle
Time to buy property?

Time to buy property?

It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.

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 property commands to help you manage your property effectively.

Manage your property
Free wealth check

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

Wealth snapshots

Snapshots displays your net worth (what you own minus owe) at the end of each calender month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.

Wealth snapshots
Auto categorisation

Auto categorisation

Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.

Budgets become a breeze
Build your A-team

Build your A-team

Give guest access to your accountant, property manager or even your lawyer & select what they can view / control.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts,wills,contracts etc) so you’ll never misplace them again. You can also view & manage all your insurance too.

No more paper trails
Tax time? Piece of cake

Tax time? Piece of cake

With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you…end of financial year just got easier.

Our Services

Cash Flow Management

Automate your bills and debt reduction so you can focus on moving forward financially with cash flow management.

Read more

Debt Structuring

Significantly improve your cash flow and investment position with debt structuring

Read more

Finance Solutions

Finance solutions can be a long term commitment so it’s important that your choices are sustainable.

Read more

Financial Planning

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement.

Read more

Insurance

Having the right insurance can help you stay on top of debts, pay for medical bills and maintain a reasonable lifestyle without an income.

Read more

Personal Finance

Discover the best ways to structure your debt to minimise your risk and maximise your advantages.

Read more

Property Investing

New, existing and SMSF boutique properties that are affordable and right for your investment strategy.

Read more

Wealth Creation

Holistic wealth creation strategies designed to help you achieve more with your wealth and realise your full potential.

Read more