We’ve developed a new service called MyLifePlan.
MyLifePLAN is a central register for all matters relating to you. It has been developed to assist you in managing your affairs and to make sure you have all of your important information documented and backed up with bank level security, in the cloud.
If you don’t have your affairs documented and collated securely in the one place….then we recommend using MyLifePLAN.
If you want to keep track of everything you own and owe with a live view of your personal finances….then we recommend using MyLifePLAN.
If you want to create important goals and link them with your account and credit card transactions to understand how, and when you can achieve them….then we recommend using MyLifePLAN.
You will have access to your own Wealth Portal that will become the register for all of your essential documents. Together, we will set a timeframe for collating your information, which fits around your commitments. We will give you a follow up call to see how you are progressing and once we set up your Portal, we’ll meet with you to help you get things organised.
Once your Wealth Portal is setup, we will arrange to meet throughout the year to finalise your goals, track your cashflow and then review your annual accounts.
Imagine the peace of mind and the time you will save when you have all your essential documents stored in a central location and your accounts set up so you can categorise and track your income and expenses.