Wealth Portal


Welcome to our Wealth Portal

As life becomes more and more complex, it’s getting harder to keep track of all your important information. We’ve invested in an online Wealth Portal to provide a better service for you that collates and simplifies your information in one easy place.

What can our Wealth Portal do for you?

Available to all clients:

> A secure online vault to hold all your important documentation: advice documents, estate planning documents, insurance records

> A safe and secure two-way interaction portal between you and your advisor

> The convenience of digital signatures: no printing, scanning and emailing back your authority to proceed

> Whole of wealth reporting: record and track all assets (financial and non-financial) in one place

Pro version (for a small cost):

> Live data feeds to bank accounts, super funds and estimates of home and car valuations

> Cash flow, budgeting and expenditure analysis

> Goal tracking: savings, debt and superannuation

*Speak to your adviser if you would like further information on this service.

Security features

Our Wealth Portal offers bank level security to ensure that your information is protected. Your information is protected by:

> Bank level 128-bit encryption and physical security

> ISO27001 certified to ensure ongoing standards

> Cloud hosting via Amazon Web Services, based in Sydney

> Multi-factor authentication

> Digital document signing powered by OneSpan eSignLive (trusted by USBank, IBM and NASA)