Client Portal
Having provided our clients with individual digital access to our system since 2009, Client Portal is our complete financial solution offering a personalised, secure, electronic filing system and communication hub requiring individual registration and login access requiring multi-factor authentication.
This allows our clients to securing and effectively manage their personal financial affairs by electronically storing financial documentation and correspondence for ease of management like superannuation statements, payslips, taxation returns, Centrelink documentation, home loan statements, certificates of insurance and wills to name a few.
Importantly, it also provides us with the ability to upload advice documentation, client reports, strategic analysis and ongoing educational material for our clients to reference at any time 24/7.
Finally, our system offers the ability for our clients to access ‘MoneyTrack’ which is allows them to compile a budget (spending plan) quickly and easily and offers the ability to track and monitor their cash flow.
To find out more how our Client Portal and MoneyTrack systems can assist you,
please click here
