WLM Financial have been excited to roll out a brand new client portal this year. It's just one of the exciting and innovative solutions we provide our clients using cutting edge technology and it has some extraordinary features.
The main purpose of the client portal is to be a secure environment to store your signed documents and an area to upload future taxation documents requested by WLM. However, it can go far beyond simply making it easier to prepare your tax returns and can help you gain a better understanding of your entire financial position which helps your financial future.
Your financial world
Your wealth portal gives you a comprehensive view of your financial world so you can stay on top of your finances and make smarter decisions. It also helps us collaborate with you, and gives you access to your entire financial world in your pocket.
Some of the great benefits of the wealth portal:
- Get a top-down view of your entire financial world
- Know how much you’re worth
- For our tax clients, there is a "tax wizard" where you can save relevant documents such as donations and work-related deductions as soon as the receipts are received, ensuring they don't get forgotten when completing your tax return
- Securely store your important financial documents in one place, like your statements of advice, signed tax returns, insurance policies and your will
- Any information you enter will be saved so you can easily pick up where you left off
- Get regular reports and 'to-dos' to keep you engaged with your finances so you don’t miss out on important information
Premium features
For an additional cost, advanced functionality can be accessed such as the ability to track and organise your finances by adding your assets and liabilities such as properties, shares, cars, bank accounts, loans and more to manage your finances easily.
The portal is also capable of:
- Having live feeds from your bank account which can be set up to automatically categorise transactions and track your cash flow.
- Budgeting tools that make setting goals and getting a full picture of your income and expenses easy.
- Real-time valuation updates of your properties, share portfolios and cars.
Technology that's easy to use
Once you have registered for WLM's Wealth Portal you will receive an email with helpful tips on how to make the most of the portal. Of course, we're always here to help and should you have any queries, or require any further assistance we encourage you to contact our office on 02 9221 7777.
Register to access your Wealth Portal
So what do you do now? Simply click the button below to register for your Wealth Portal Account. Or if you are already registered: click here to sign in and view your Wealth Portal.
WLM Financial offers a single-team approach to help you across your entire financial life: business and personal, accounting and financial planning. Contact us if you would like more simplicity and certainty around your wealth.
