Wealth Portal

Your Personal Wealth Portal

At Wealth Evolution Financial Planning, we're always looking for new ways to help you to plan & achieve your financial future. With this in mind, we've created a brand new process designed to help you to connect, create, grow and protect your wealth through the Wealth Evolution Financial Wealth Portal. It’s a sharp, intelligent & user-friendly platform where you can easily view your finances in one place. Simply plug in your car and home, then add your super & investments. Securely store essential documents like wills or receipts in the cloud. Track your spending, set goals, make tax time a breeze. Discover what it means to get your financial world sorted! Subscribe today.

Property Management

Digital Document Signing

Personal finance

Security

Budget Easily

Take control of your spending with instant budgets created around your spending habits and set limits on categories.

Cloud Storage

Secure essential documents like receipts and wills in one place. Have peace of mind that your data is safe by enabling multifactor authentication.

Tax time. No Stress.

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 send your accountant access to do it all for you.

Free Wealth Check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

Real Time. All Devices.

Time is money! Make decisions easily on any device in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world 24/7.

Transactions

See where you are spending your money with Auto Categories. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Property Management

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.

Time to Buy?

It's easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! In just minutes you'll be able to realise your property dreams.

Take control of your finances today

Subscribe to our Wealth Portal & start managing your financial world today!

The Wealth Portal is available on a subscription basis for $49.99 per month. We accept the following payment methods: credit card, debit card, AMEX or PayPal account. Once your payment has been approved, Wealth Evolution will email you an invitation to the Wealth Hub along with your ‘Getting Started’ guide. On working days, you will be emailed within 24 hours. Your monthly debit will take place automatically.

Setup Your Personal Wealth Portal Account

Setup Your Wealth Evolution Personal Wealth Portal Account

Click Register & we will send an invitation to your preferred email address containing an account activation link. When you select this link you will be asked to create a password.

Establish Your Personal Net Worth

Once you’re logged into your wealth portal account, start by adding all of your assets to establish your net worth. To do this, simply click on the mywealth tab, followed by the +Add button on the right hand side of the screen. After adding your home, continue to add all of your other assets (for example, your car, shares and bank accounts). When you have completed adding all of your assets, add your liabilities (for example, your mortgage, credit cards and other loans).

Setting up ‘My cash flow’

If you haven’t already added your bank accounts, add them now and see the full benefits of utilising mycashflow. This tool will automatically categorise your transactions, allow you to tag particular transactions and create an instant budget for you.
This unique tracking system will allow you to easily identify your spending habits and allow you to find opportunities to save!

‘My financial review’

Select the my financial review tool (the blue tile on the left side of the screen) to review or decide on any new products or services that are available to enhance your wealth.

Explore

Continue to explore your Personal Wealth Portal to see how it can assist you with any big financial decisions, such as buying your next property or planning for retirement.