A month ago, you wouldn’t have been the only one taking certain meetings, such as ones with your financial adviser, for granted.
Not only that, could you have ever conceived the plausible outcome of virtual meetings replacing the physical ones?
Whilst we didn’t have a crystal ball at Inspired Money, our mission to keep costs down and connect with more Australians, saw us enter into the realm of technological solutions for our clients. Solution that not only saved their time, but also helped them stay ahead in the personal finance space, and more importantly, stay on track to achieve their goals… despite these challenging times.
So, how do we help you manage your entire financial world – at home and on the go?
Watch this video to find out!
Why you’ll love it
- Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
- Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms.
- Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
- Tax time made easy: use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.
- Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.
Breakdown
Your wealth portal is available for free through a Starter account, or you can get a Pro account for as low as $49.95 per month. Get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro.
If you’d like some assistance to get your wealth portal set up, let us know!
Don’t hesitate to give the Inspired Money team a call on 08 6222 7909 if you have any questions.
