Wealth Management Portal

Your WealthHub Portal

Bring all aspects of your finances together in our innovative portal for a complete picture of your financial world. Strategy First’s new portal integrates feeds from all your assets and liabilities real-time, so you can track performance against goals and create the best chance of achieving your wealth aspirations.

Download the app

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Wealth check snapshots

Track your wealth with monthly snapshots and summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.

Tax time? Piece of cake!

The end of the financial year and the end of stress! With the ability to tag and filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (e.g. receipts, wills, contracts etc.) You can also view and manage all your insurance.

Manage your property

Send a request to your property manager to integrate your property and receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.

Build your A-team

Give guest access to those in your financial world you trust like your accountant, property manager or even your lawyer. Your portal enables you to select what they can view, change or control.

All devices. All the time

Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.

How to get started

1. Activate your account & download the app

2. Add your spouse under myteam

3. Build your balance sheet in mywealth

4. Review your cash flow in mycashflow

5. upload personal insurances in myprotection

6. Setup your goals in mygoals

7. Store other important documents in mydocs.

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Contact us:   02 9091 0080

Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale   PO Box 7418, Warringah Mall NSW 2100 Australia

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