Please take the opportunity to use our free Wealth Report tool which will allow you to securely enter your financial data in a gamified way and see where you are at financially. No data will transfer on to us unless you request adviser contact.
Existing clients can login here.
Transform your financial journey with Wealth Portal, the premier digital financial advisory platform. Enjoy unparalleled convenience, clarity, control, and confidence as you manage your finances seamlessly.
And as our valued client, it’s all part of the package. Simply log in to your Wealth Portal to update your assets and income, ensuring a comprehensive fact find before your Review Meeting.
Enjoy a 360° view of your financial life – any time, anywhere – via your favorite digital device. Stay on top of your financial plan with the ability to easily engage with your adviser and store your financial document electronically.
That’s the way it should be, right? With Wealth portal, that’s the way it is.
Project your future – vividly and instantly.
With Wealth Portal’s Our Future function, you and your adviser can readily examine multiple scenarios to vividly illustrate opportunities, options and outcomes for your best financial life.
Using Wealth Portal’s Dashboard, the fog that might otherwise prevent you from fully engaging and understanding your finances is replaced with brilliant sunshine.
Wealth Portal’s vivid layouts, infographics and real time data displays keep you in the know and in control.
It’s a constant light bulb moment.
Upload and verify your financial data securely via Wealth Portal’s Document Vault and communicate with your adviser via the secure direct messaging service.
So you can be rest assured that your financial data is secure, accurate and up to date – and that your financial life is in great hands.
To get your personalised Wealth Reports, you build a detailed picture of your overall financial life by taking a number of small ‘profile journeys’ that you can come back and complete any time.
As you progress you learn more about your goals and what’s important to you. Once your journey is complete, you will be rewarded with your very own Wealth Report that will be presented in a way that brings it all vividly to life.
This will become the foundation for your financial plan and allows for a more interactive discussion with your adviser.
A dynamic, highly personalised dashboard just for you that will give you a 360° view of your financial life.
Aside from storing your personal and financial details, your Wealth Dashboard can serve up instant access to your bank, insurance, investments and superannuation details – all protected by high-level security in one convenient place.
With our powerful modeling engine, you can graphically see the impact that even small changes you make today can have on achieving your long-term goals.
Based on your individual situation and goals you’ve already entered, your adviser can demonstrate a range of scenarios that will help you arrive at steps to take now to help you live your best financial life tomorrow.
Building wealth and reaching your financial goals is a lifelong process. Periodic reviews are one way to help you stay on track to achieve your goals.
Confirming your data and current circumstances is an important part of the review, and verification can now be done digitally. Your adviser will then have a review conversation with you.
By selecting the perfect financial adviser from our team based on their expertise and your preferences. You also have the flexibility to choose in Adelaide or Gawler, ensuring that your appointment is personalised to meet your specific needs and preferences.
