Chartered Accountants & Financial Planners
(08) 8201 8900
38 Greenhill Road
Wayville SA 5034

Wealth Portal

Take control with your personal wealth portal

Wealth Portal Features

Take control with your personal wealth portal

All the latest data
Updates from Australia’s leading data providers ensure your information is always up to date.

Everything in one place
All your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.

Budget is a breeze
Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Transactions
Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Property and Vehicle information
Live data feeds and free valuations track the performance of your property and vehicles.

Wealth check snapshots
Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.

No more paper trails
Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (e.g. receipts, wills, contracts etc.) You can also view and manage all your insurance.

 

Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.

 

Build your A-team
Give guest access to those in your financial world you trust like your accountant, property manager or even your lawyer Your portal enables you to select what they can view, change or control.

 

All devices. All the time
Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.

 

Tax time? Piece of cake!
The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.

 

Stay in control
Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.

 

Contact Rawson Verco Need today to discuss your Wealth Portal.

CONTACT

Rawson Verco Need
38 Greenhill Road
Wayville, SA , 5034

Phone: (08) 8201 8900
Fax: (08) 8201 8901

POSTAL ADDRESS

Rawson Verco Need
PO Box 6627 Halifax Street
Adelaide, SA, 5000

LOCATION

Address

38 Greenhill Road, Wayville, South Australia , 5034