Personal Finance Portal

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.

What you see in your PFP is a representation of the data your consultant has captured so any information you update in the PFP will feed back to your consultant in real-time. This allows your data to be as up to date as possible so that you and your consultant can work simultaneously on tasks such as updating information for review meetings.

An additional service that enables you to collate information from bank accounts and credit cards, giving you powerful insights. You will also receive alerts into spending / saving habits and keep track on how you are progressing against goals you have set.