We support a plethora of clients from a range of differing backgrounds. We have seen over the years that when clients come to us for advice, they find it difficult to account for where all their wealth is, where their wealth has gone, or what their wealth is invested in.
To support our clients, we have created a Personal Wealth Portal to assist in managing their finances.
• Enjoy the benefit of having all of your accounts in one place with one login
– credit cards, bank accounts, home loans, investment loans and more
• Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
• Store and access all of your financial information in one, convenient, online location
• Connect with your financial professional with one-click access to their full range of professional services
• 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
For more information please contact your Judge adviser