Your Personal CFB Wealth Portal
For most of our clients the family home, their superannuation, or their businesses will make up the balance of their financial assets throughout their working lives and into retirement. Throughout this journey circumstances and priorities shift and it’s often hard work just keeping track of it all, let alone building for the future when keeping track of the myriad of competing priorities, both business and personal, as they present themselves to us. We also understand that keeping on top of compliance requirements for personal investments, self-managed super funds, trusts and businesses can be a hassle.
In order to help our clients throughout this journey and ensure they remain on track Complete Financial Balance, in partnership with MyProsperity, have created our Wealth Portal. This portal allows our clients to keep track of their entire family wealth and cash flows, as well as monitor performance across all personal and business entities through a single centralised location. This enables us to work with you to set, record and monitor your family’s lifestyle, wealth, personal and business goals in order to help achieve the financial future you desire.
The Wealth Portal also provides easy storage and access to important documents across all personal, business and trust entities keeping everything together in the one place. As well as providing a structured system to store and easily access, tax returns, employment agreements and any other compliance source records, including documents related to funding (debt & equity) facilities for all of your loans, leases, mortgages and other debt contracts together in the one location helping simplify the process.
Watch the short video below to see how the CFB Wealth Portal can help you achieve your goals.
Australia’s Most Powerful + Simple Online Financial Tool
|One Convenient Location
What you own, owe, earn and spend all in one convenient location on the web. All your accounts in one place with one login. Credit cards, bank accounts, home loans and investment loans and more with real-time data feeds.
|Cash Flow Management
Keep track of your cash-flow by always knowing where you’re at and where your money is going. Your transactions are automatically categorised to allow you to easily see where you’re spending your money.
|Budgeting Made Easy
Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
Set goals and use calculators to stay on track and achieve your targets more quickly. Your savings goals couldn’t get any easier as the goal calculator lets you visually watch your money grow.
|Bank Level Security
You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practices are monitored and verified by Verisign and supported by McAfee Security.
We are partners with Australia’s leading data providers to ensure that your information is always up to date.Utilise a broad range of real-time data feeds including property, superannuation, investments, and cars – anywhere, anytime, on any device.
Still want to know more? Call our office on 07 3257 3944 or email us at GBSAU_Admin@ajg.com.au and your financial advisor can answer any specific questions you may have regarding this service.