Welcome to your new wealth portal! It’s your command centre for keeping track of your finances and collaborating with your financial professional to achieve your goals.
Introduction: About your wealth portal
Your wealth portal has 6 sections:
- Wealth is where you can keep track of all your assets and liabilities.
- Cashflow helps you understand your spending habits
- Protection is designed to house your insurance and estate planning
- Goals helps you set financial targets and stick to them
- Team is a list of all the people and entities that play a role in your financial life
- Docs gives you a comprehensive list of all the files you’ve uploaded to the portal, and is a convenient place to upload new ones
Beyond these 6 sections, your portal has many other features designed to help you keep your finances on track, like the ability to create tasks (called To-dos) and a dedicated Tax Assistant to help you get your finances organised ahead of tax time.
As a Starter Account holder, not all features are available to you (such as live data feeds and creating goals) however you can unlock them by clicking on the 'Upgrade' button on the top right of your portal.
This quick guide walks you through the basic steps to get your account up and running. When you’re done, take the time to explore and discover everything else your portal has to offer.
And if you haven’t already, don’t forget to download the app, for easy access to your entire financial world on the go.
Step 1: Add your team members
Start by entering your team members in the Team area of your portal. Team members can be family members and financial professionals, as well as entities such as self-managed super funds (SMSFs) or trusts. Personalise your Team by uploading profile pictures for everyone.
Step 2: Add your wealth
Next, navigate to the Wealth section of your portal and enter your assets and liabilities (what you own and owe), such as any properties you own, loans you’ve taken out, super accounts, and more.
Values for your property and car will be populated automatically. You can also enable live feeds for your bank accounts, credit cards, and loans by upgrading your account to Pro.
Step 3 - Take stock of your financial position
Now that you’ve got an understanding of your net worth, let your financial professional know how they can assist you moving forward by completing the 1 min financial review.
Step 4- Upload documents
Store all your important documents securely in the cloud by uploading your will, tax summaries, important receipts and more in your portal. By keeping them organised, you’ll know where to find them when you need them!
Quick links: How do I upload a document?
Step 5 - Create To-dos
Missed anything? Create tasks and set reminders with To-dos so you can come back to it later. To-dos can be created throughout the portal - directly from individual wealth items or in their command centre, which can be found in the Goals area.
Quick links: What are To-dos and how do I use them?
And that’s it! Your wealth portal is now ready to go. Check in every few weeks to update your data and generate reports for a comprehensive view of how your finances are evolving.
Upgrade your account to Pro to unlock the full potential of Cashflow and Goals. Get live bank and super feeds, more document storage space, and additional benefits like an Executor Kit and the option to enable Kwidz, a finance app for kids.
Talk to your financial professional today for more information.