Quick start guide

Unlock the power of your personal wealth portal in only a few minutes. Add assets in “mywealth” mywealth is your balance sheet showing all of your assets (eg home, car, bank accounts) and liabilities (eg. loans, credit cards). VIDEO: How to add a bank...

Setting up mobile shortcuts

Access your wealth portal easily and on-the-go by creating a mobile shortcut. Our mobile site will give you the flexibility to view your financial world 24/7 on all devices. Click on images to enlarge. iOS Devices For iOS devices, use the Safari app to go to the...

Perform a Financial Review

Let your accountant/adviser know what you need help with by performing a Financial Review: 1. Select the Go button in your my financial review tab 2. Choose the services you would like to review, followed by Next button 3. The next page will display a summary of the...

Setting up mycashflow

If you haven’t already added your bank accounts, add them now and see the full benefits of utilising mycashflow. 1. From the dashboard, select the mywealth tab, then the orange +add button on the right hand side. 2. Select bank accounts, credit card or any loans and...

Establishing your net worth

Adding everything you own and owe is the best way to complete your account when getting started. 1. On the main dashboard click on the mywealth tab, then the orange +add button on the right hand side. 2. This will take you to the screen where you can add all of your...

Setup your account

  To get your account up and running, you will first need to activate – depending on how you registered: A. If you were supplied a link from your financial adviser / accountant to follow and you went through the standard register page: 1. Enter your details...