Many of our clients enjoy the convenience of having instant access to their financial affairs via our Wealth Portal.
At Resolute Private Wealth Management, we’re always looking for new ways to help you change your life. With this in mind, we’ve created a brand new process designed to create, manage & protect your wealth through the Resolute Private Management Wealth Portal. Your Wealth Portal is the convenient way to get an instant snapshot of where you stand financially.
Secure and easy to use, you can log in anytime from any place and access data on your credit cards, bank accounts, home loans, investments, property, super and more.
Please view the following video for a better understanding of the wealth portal.
To summarise, with your Wealth Portal, you can:
- Enjoy the ease of having all of your accounts in one place with one login - credit cards, bank accounts, home loans, investment loans and more.
- Access a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device.
- Store all of your financial information in one, convenient, online location.
- Let us know about areas you’d like help with, with just one-click
- Take control of your cash flow with automatic categorisation of your income and expenses, and instant budgets
- Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online.
- Get free reports, use personalised tools and create and track goals to revolutionise the way you manage your financial word
Going forward, your Wealth Portal will be one of the tools we use to prepare for your annual Review Meeting.
We’re sure you will find it a highly valuable tool and we look forward to your feedback about it.
If you have any questions, please don’t hesitate to contact us.