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.
- 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
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.
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.
Property down pat
Live data feeds track your property & suburb’s performance.
Know your vehicle
Receive free valuations & performance ratings on your vehicle.
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.
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.
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.
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.
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.
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.