Personal finance portal
Your finances, all in one place
Our Personal Finance Portal (PFP) makes it easy to view all your finances in one place, 24/7, on any mobile or web device. It's a simple way to check your fund information and financial portfolio in an instant.
How the Personal Finance Portal can help
Whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals, or simply wish to get in touch, the PFP has it covered.
Our PFP provides you with a document vault, so you can securely store all your financial documents online where they are fully backed up.
Looking to access your own Personal Finance Portal?
A Personal Finance Portal (PFP) is a service available only from your financial adviser or mortgage broker.