Client portal
Wealth Platform gives you all the tools and insights you need to connect with your financial planner and plan your financial future.
The power to master your money
Take control of your finances, get the best advice and make the right decisions.
Always on
Whatever the time, wherever you are, Wealth Platform helps keep your finances on track.
Keep in touch
Wealth Platform is a virtual link to your financial planner, keeping you connected when you can’t see them face-to-face.
See the complete picture
Your financial information is analysed and gathered in one place to give you clarity and control.
How to access our online portal
We will send you an invitation email
Click on the link in the email to go directly to Wealth Platform.
Click ‘start registration’
Create a profile by entering your email and choosing a password.
Verify your identity
It’s vital that we keep your financial information secure.
To verify your identity, we will send a six digit code to the phone number your financial planner has on record for you.
Enter this code when requested, and choose whether you would like to include this step every time you sign in.
“I like to keep an eye on my finances while I’m on the move”
Katie knows she can access her information anytime, anywhere, on any device.
Getting started with Wealth Platform
Speak to your financial planner about Wealth Platform and how it can help you work together to plan your financial future.
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