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Keep your finances organised from property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Build your A-Team Invite family members and professionals, like your property manager and lawyer, to collaborate.
Track your spending, create new habits Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cash flow and budgeting features.
Make smarter decisions With powerful reports and purpose-built wizards like the Tax Assistant; the portal is chock-full of tools to help make managing your finances a breeze.
Stay on target with monthly reports.
Stay on top of your goals with monthly financial health checks delivered straight to your inbox.
Get updates on your budgets, goals, and tax deductions. Whatever your goals, the wealth portal can help you get there.
Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.
Next-generation document management use your portal to store important documents for easy collaboration securely.
Goal calculators to achieve your goals Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Tools for tax, property, estate planning & more.
Layered defence Layers of security are embedded throughout the platform to ensure the safety of your financial data. Bank-level security.
We use the same levels of encryption as banks and other financial institutions. As a read-only service, the wealth portal cannot be used to move or modify funds.
Watch the VIDEO to learn more or download our FLYER
The staff at Phillips Wealth Partners will assist you to set up the portal, providing one-on-one training and guidance.
For more information, contact firstname.lastname@example.org