The Personal Finance Portal (PFP) is only available for our ongoing service clients. PFP can give you
access to view all your finances in one place, 24/7, on any mobile or web device. PFP enables you to view your fund information and financial portfolio in an instant.

Other benefits include:

  • Secure Messaging
    With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private
  • A Secure Document Vault
    PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet (You can share these with us if you choose). In addition, we will share documents with you such as Financial Planning Reports, Annual Review Reports or your annual investment tax reports required for completion of your tax returns.
  • Keeeping data updated
    You can change detail such as income, expenditure, deposit balances, your address and other personal data. This will then automatically update your file and notify us of the change.

Access the PFP here.