We use the wealth software in the video above to help our financial planning clients in Adelaide and Broken Hill to monitor and track their assets, financial goals, budget and cashflow. More great benefits below.
- Online portal with all of your assets and liabilities in one place with automatic feeds from bank accounts, shares, super – visible both via your computer and mobile.
- Free standard Wills (via View Legal) to all wealth portal users. Finally get that will sorted out.
- Auto categorisation of all your banking transactions. Easily generates a budget and monitors spending hence making sure you are going to achieve your financial dreams.
- Receive notifications and wealth snapshots. Use our calculators to stay on track and therefore achieve your goals sooner and watch your wealth grow.
- Live property feeds to track your property and suburbs performance from RP data.
- Valuations and performance ratings on your vehicles from Redbook
- You can grant visibility access (full or partial) to other members of your team e.g. Adviser, accountant, Finance broker, Property manager, lawyer
- The ability to tag and filter transactions at tax time, upload receipts and documents consequently ensuring you don’t miss a deduction.
- No more paperwork, have your receipts, wills, contracts and any other documents securely in the cloud.
Book an appointment at our Adelaide office or Broken Hill by clicking here