A better way to manage your wealth
My Advice Portal makes receiving our friendly, professional advice even more convenient for you.
Personal Account
Help manage your financial affairs using your own secure, personal account. Access many of the services that our firm provides to you.
Advice Sessions
From your personal account, you can request a face-to-face meeting, ask for a top-up investment, or even seek advice entirely online through our ‘Client Meeting Rooms’ video call advice session.
Document Storage
Never lose track of an important document again! Securely store policy documents such as Wills or Power of Attorneys, or other important documents.
Easy Approvals
Electronically sign any advice-related documents that we might send to you to reduce paperwork.
This innovative feature makes it more convenient than ever for us to meet and discuss your financial plans.
Up to four attendees can participate – so we can optionally involve your relatives and other professional advisers.
Real-time document presentations and electronic signatures will help to reduce paperwork.
The sketchpad even allows you to draw with other attendees.
