Personal Finance Portal

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.

Get in touch

Client stories

Get in touch

Want to have a chat about your finances?

  • Call us

    0800 6342 111

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