Your FinFit Personal Wealth Portal

Enjoy the benefit of having your entire financial world in one place! Use just one login to view information from all of your accounts – credit cards, bank accounts, home loans, investment loans and more.

  • Access 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
  • 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
  • Organise your money with simple-to-use tools
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Getting Started

wealth-portal-getting-started

1. Setup Your FinFit Personal Wealth Portal Account

Your FinFit adviser 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.

*Please note: if you can’t locate the email invitation don’t forget to check your junk mail / spam folders.

2. Establish Your Personal Net Worth

Once you’re logged into your wealth portal account you will be taken to your dashboard – this is where you can manage all of your finances.

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 (see above).

This will take you to the screen where you can add all of your assets and liabilities. It’s best to start with your biggest asset – your home.

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 your your wealth portal

3. Setting up ‘mycashflow’

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 all of 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 in areas  you never expected!

4. ‘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 your FinFit adviser has to offer to enhance your wealth.

5. Explore

Continure to explore your FinFit 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. Or you can simply generate a detailed and personalised wealth report.

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