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The new ‘Wealth Portal’ on our Acumon website allows you to have your entire financial world in the one platform. With easy to use tools and the ability to access the portal 24/7, managing your finances has never been easier!
The Benefits of the ‘Wealth Portal’:
• All of your accounts are in the one place. Add your bank accounts, credit cards, home loans and more to view all of your assets and liabilities at once.
• You can access real-time data on property, superannuation, investments and cars. The portal is
partnered with Australia’s leading data providers to ensure your data is always up to date.
• Grant access to your accountant, property manager or even your lawyer to allow them to keep up to date with your finances. You can restrict what they can see/edit.
• You can easily see where you are spending your money as the portal automatically categorises your
transactions. You can personalise these categories to suit your situation.
• Get instant budgets around your spending. You can even set spending limits on different categories.
• Tax time is easy with all of your receipts, documents and financial data stored securely in your personal
• Set goals and receive notifications to stay on track and achieve your financial targets. Use the goal calculator to see your money grow, making it even easier to save!
• Access your personal wealth portal anywhere, anytime & on any device.
• Receive personalised tips to help you improve your financial situation.
If you are interested in having a personalised Wealth Portal, contact us on 4931 1100 and chat to one of our friendly team members or visit our website to set up your portal today!