Client Portal

Take control of your finances with a personal wealth portal.

Say hello to your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

Take control of your finances…

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.

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 cashflow and budgeting features.

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.

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.

Reach your goals

Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.

Make Tax Time Easy

Our tax specialists connected to you online via the secure portal.  Capture your tax receipts, access documents and make the most of your annual tax return.

Everything you need, in one place…

Live feeds for a live view of your financial world

Enable live feeds for a live,comprehensive snapshot of your financial position. Watch as it evolves over time.*

Smart cashflow & budgeting

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

Next-generation document management

More than just budgeting, use your portal to securely store important documents for easy collaboration.

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.

Cross-device to-do list for yourself & your team

Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.

Tools for tax, property, estate planning & more

Your portal can do much more! Whatever your needs, we’re just a few clicks away.

Your security, our top priority…

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.

Your money is untouchable

As a read-only service, the wealth portal cannot be used to move or modify funds.

PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au

PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au

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Phillipsons