On Point Wealth Portal
Your Personal Wealth Portal
Your Wealth Portal is fantastic and easy to use online tool that helps our clients make their money go further so that they can do more of the things they love.
With On Point Wealth Solutions ‘Wealth Portal’, you can easily manage and track all of your finances in one fully automated online solution.
WHAT YOUR PERSONAL WEALTH PORTAL CAN DO FOR YOU
Your Budget Made Easy
Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
Your finances sorted
Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator lets you watch your money grow.
Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents so you will never misplace them again. You can also view and manage your insurances as well.
Available on all Devices
Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.
Tax Time…Piece of Cake
With the ability to tag and filter transactions as tax items, upload receipts and documents or allow your accountant to access your account to do it all for you…end of financial year just got easy
Your Wealth Check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
When to Buy Property
It’s easy to buy property using the property tools. Discover how much equity you have, find out what you can buy now, get a free property appraisal from a local property expert, get home loan pre-approval and track your progress towards living in your next home!
Manage Your Property
Send a request to your property manager to integrate your property and receive free benefits like property transactions, documents and receipts uploaded online. You will also have access to special property reports to help you manage your property effectively.
Subscription for non-clients
For consumers that are not clients of On Point Wealth Solutions, the Wealth Portal is available on a subscription basis for $34.95 per month. We accept the following payment methods via direct debit: your bank account, credit card, debit card or AMEX account.
Once your payment has been approved, On Point Wealth Solutions will email you an invitation to the Wealth Portal along with your ‘Getting Started’ guide.
On work days, you will be emailed within 24 hours. Your monthly debit will take place automatically upon your agreement and acceptance.
Get your financial world sorted today and email On Point Wealth Solutions to get started: firstname.lastname@example.org