As part of our on-going service we offer an annual review of your mortgage and finances.
One way we do this is to review your bank statements to identify your spending patterns and help identify ways to save money, boost your mortgage payments and ultimately reduce your debt, faster!
Your Personal Wealth Portal
We also offer you access to Your Personal Wealth Portal. This is an online platform that allows you to have greater control of your finances by keeping track of your money conveniently in the one place.
Greater control with real time access to all your financial information
Keep track of your cash flow with the auto-categorisation of spending and expenses
Digitally sign documents like tax returns and statements of advice from any device
Connect with your adviser or accountant and request services
Manage your insurance and estate planning needs with myprotection
mytax takes the pain out of lodging your tax return
When you sign up for Your Personal Wealth Portal, your financial information is easily accessed in the one spot and the Australian Finance Centre can log on to access your information and provide fast and accurate debt management advice.
What is Your Personal Wealth Portal?