Personal finance portal
Your secure portal
Real-Time
Portfolio Access
Track your investments and financial plans with live portfolio valuations and a clear overview of your assets — all in one place
A Safer Way to Communicate
Say goodbye to vulnerable emails and postal delays.
Our portal includes a secure messaging system so you can communicate directly with us, knowing your information is fully encrypted and protected.
Your Secure
Document Vault
All important documentation will now be shared through your personal document vault, rather than email or post. You’ll receive a notification when new documents are available.
You can also upload and share documents with us in return — keeping everything safe, organised, and easily accessible.
Getting Started Is Easy
To activate your portal account:
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Enter your email address
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You’ll receive an email from us with a secure activation link
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Click the link and verify your details
Already registered? No action is needed — simply log in to continue using the portal as normal.