We get it, keeping track of your personal finances can be time-consuming at best and completely overwhelming at worst.
Between making sure your cash flow is in the positive to keeping a record of your receipts for tax purposes, it can feel like an impossible task to stay on top of everything.
That’s where My Wealth Portal comes in.
My Wealth Portal is an all-in-one personal wealth solution that helps you stay on top of every aspect of your financial world.
Here’s how it works:
My Wealth Portal gathers all your financial information in one place, giving you a clear overview of exactly where your finances stand at the touch of a button.
It’s easy to set up and allows you to connect to both your finances and your financial advisor in minutes.
Plus, it’s protected by the same level of security as your bank, which means your data has never been in safer hands.
Want to be able to see exactly how much of your budget you’ve spent in the month?
My Wealth Portal keeps all your budget and cash flow information in your pocket, so you can splash out on that next big purchase without feeling guilty.
Saving for a specific financial goal and need to keep yourself in check?
My Wealth Portal lets you adjust your budget information whenever you need to, so your in-app data will continue to reflect your real-life financial world.
Sick of rummaging through your wallet for receipts when tax time rolls around?
You can take photos of your receipts and store them on My Wealth Portal, which makes filling out your tax return easy as pie.
Keeping track of your finances doesn’t have to be something you dread.
Instead, My Wealth Portal keeps things simple and clear so you can focus on what really matters: managing and growing your wealth.
My Wealth Portal includes the following features for the Lite version:
My Wealth Portal gives you better control over your financial world by providing up-to-date access to all your financial information. This information can include: bank accounts and their balances, credit cards, properties, cars, loans, mortgages and all your assets and liabilities.
Digital Document Signing
If you’ve ever been emailed a time-critical document to sign but had to wait until you made it back to a scanner, My Wealth Portal was made for you. With My Wealth Portal, you can save time and paper by signing those important documents digitally, on any device you have handy.
If you have a specific financial goal you’re trying to reach, My Wealth Portal can help you budget accordingly. Spending notifications also help you stick to your budget if you’ve already spent too much.
Connect To A Professional
My Wealth Portal acts as a go-between between you and your financial advisor or accountant. You can request services or seek advice without having to visit them in person and your team of financial professionals gain valuable data that they can use to help you further.
My Wealth Portal stores all of your important financial data and documents in the cloud, so you can send them to your accountant at the flick of a button when tax time rolls around. You can also store copies of all your receipts digitally, which helps your accountant make sure that you’re making the most of the tax deductions available to you.
With the Pro version you get everything in Lite as well as:
Making sure your cash flow stays in the positive has never been easier than with My Wealth Portal’s auto-categorisation of spending and expenses. You can also see at a glance exactly how much of your budget you’ve spent from day to day.
Wills & Estate Planning
Most Australians don’t have a will and with My Wealth Portal you are able to fix that with ease. My Wealth Portal allows you to generate a legally binding will that has been populated with your relevant data from the portal, including all your assets and liabilities.