Have you ever wanted to:
- Keep track of your financial world at a glance?
- Make sure your financial advisor is up-to-date with changes in your financial life?
- Be able to easily share your financial details when needed?
- Have one central place to keep all of your financial data?
- Sign important documents without having to rush home to your scanner?
We’d like to introduce you to My Wealth Portal, My Wealth Solutions’ very own app that serves as your all-in-one personal wealth solution.
My Wealth Portal has one simple aim: to help you stay on top of every aspect of your financial world with ease, all from the comfort of your smartphone.
Here’s how it works:
You securely connect all of your financial accounts to your My Wealth Portal account, giving you a comprehensive view of your financial world at the push of a button.
My Wealth Portal collates the details on everything from your bank accounts to your house value to your tax receipts in one place. That means that every aspect of your financial world is accessible at your fingertips.
In other words: you’ll never have to worry about whether you’ve spent more than your budget or have to rush home to sign an urgent document again.
With My Wealth Portal, managing your personal finances and sticking to your financial goals becomes a breeze.
What are the benefits of My Wealth Portal?
Having a realistic budget and getting your cash flow under control are essential steps in creating your dream financial future.
After all, creating opportunities to grow your wealth can only happen when you have a realistic budget and have achieved a positive cash flow.
With My Wealth Portal, sticking to your budget and managing your cash flow has never been easier.
My Wealth Portal gives you the ability to categorise different parts of your budget, so you can ensure that you’re staying on track to meet your financial goals in an easy way.
My Wealth Portal allows you to see every detail of your financial world in one place, meaning you’ll be able to make informed decisions when it comes to whether or not to splurge on those next purchases.
My Wealth Portal can also help you:
- Keep track of your receipts for tax time
- Generate a legally binding will using your portal information
- Set and stick to clear financial goals
- Keep your financial advisor and/or accountant in the loop
Make managing your money and growing your wealth easy with My Wealth Portal.