At Wealth Evolution Financial Planning, we're always looking for new ways to help you to plan & achieve your financial future. With this in mind, we've created a brand new process designed to help you to connect, create, grow and protect your wealth through the Wealth Evolution Financial Wealth Portal. It’s a sharp, intelligent & user-friendly platform where you can easily view your finances in one place. Simply plug in your car and home, then add your super & investments. Securely store essential documents like wills or receipts in the cloud. Track your spending, set goals, make tax time a breeze. Discover what it means to get your financial world sorted! Subscribe today.
The Wealth Portal is available on a subscription basis for $49.99 per month. We accept the following payment methods: credit card, debit card, AMEX or PayPal account. Once your payment has been approved, Wealth Evolution will email you an invitation to the Wealth Hub along with your ‘Getting Started’ guide. On working days, you will be emailed within 24 hours. Your monthly debit will take place automatically.
Click Register & we will send an invitation to your preferred email address containing an account activation link. When you select this link you will be asked to create a password.
Once you’re logged into your wealth portal account, start by adding all of your assets to establish your net worth. To do this, simply click on the mywealth tab, followed by the +Add button on the right hand side of the screen. After adding your home, continue to add all of your other assets (for example, your car, shares and bank accounts). When you have completed adding all of your assets, add your liabilities (for example, your mortgage, credit cards and other loans).
If you haven’t already added your bank accounts, add them now and see the full benefits of utilising mycashflow. This tool will automatically categorise your transactions, allow you to tag particular transactions and create an instant
budget for you.
This unique tracking system will allow you to easily identify your spending habits and allow you to find opportunities to save!
Select the my financial review tool (the blue tile on the left side of the screen) to review or decide on any new products or services that are available to enhance your wealth.
Continue to explore your Personal Wealth Portal to see how it can assist you with any big financial decisions, such as buying your next property or planning for retirement.