Our client Wealth Portal allows better manage your finances and to work closely with your financial planner

Wealth Portal

Ever wanted to keep all your financial information in one place and up-to-date? We’ve got you covered!

Being client of SFP/IFP means having access to our client Wealth Portal to better manage your finances and to work closely with your financial planner.

header icon new


1 one place

Everything in one place

All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.

All the latest data

The Wealth Portal has partnered with Australia's leading data providers to ensure that your information is always up to date.

2 data partners 1

3 home valuation

Property down pat

Live data feeds track your property & suburb's performance.

Know your vehicle

Receive free valuations & performance ratings on your vehicle.

4 car valuation

5 build your a team

Build your A-team

The portal also allows guest access to other professionals in your team like your accountant, property manager or even your lawyer. You select what they can view and access.

Time to buy property?

It's easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home. Generate reports for lenders to fast track your application.

6 property tools

7 property icon

Manage your property

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online.

You'll also have access to special property commands to help you manage your property effectively.

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

8 free wealth check

Wealth snapshots

Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.

10 wealth snapshots

11 auto categorisation

Auto categorisation

Your transactions are automatically categorised to allow you to easily see where you're spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

Track your goals and stay in control

Set & receive live information on how you track and achieve your targets. Your goals couldn't get any easier as the goal tracker lets you visually watch your money grow.

15 stay in control

12 budgets become a breeze

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You're in control as you have the ability to set limits on categories.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts, wills, contracts etc) so you'll never misplace them again. You can also view & manage all your insurance too.

13 no more paper trails

14 tax time piece of cake

Tax time? Piece of cake

With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you...end of financial year just got easier.

All devices, all the time

Whether you're on your desktop, tablet or smart phone, you'll have access whenever you need it, 24/7. The portal’s app is particularly popular and awesome to use!
16 all devices all the time

 

Still have some questions?

If you want to discuss more on our Client Wealth Portal with one of our financial planners. Call us to arrange an appointment on 02 9328 0876.

 

General Disclaimer: This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.

 

Join us for a coffee and a complimentary chat about your financial goals.

BOOK A COFFEE

Get in touch or make an appointment

Edgecliff

Suite 13 / 201 
New South Head Rd
Edgecliff
NSW 2027

02 9328 0876

Sydney City

Level 10 / 20 
Martin Place
Sydney
NSW 2000

02 9328 0876

Wollongong

Suite 5C / 52
Burelli St
Wollongong
NSW 2500

02 4229 8533