Your Personal Wealth Portal – Pricing

The basic version is offered free for a trial period for all Wattle Financial Planning clients.

We will contact you shortly to discuss how to maximise the use of this program.

Some of the benefits of the program include:

• Enjoy the benefit of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more
• Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
• Store and access all of your financial information in one, convenient, online location
• Connect with your financial professional with one-click access to their full range of professional services
• Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets
• Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online