Aspire Wealth Portal

All clients of Aspire Planning receive access to the Aspire Wealth Portal:

  • All your assets and liabilities are conveniently in one place
  • Auto-categorised transactions to track your spending
  • Live data feeds for property, vehicles, shares and super.
  • Store important documents, such as wills, group certificates, health benefit documents or tax summaries
  • Secure, easy digital management of your funds.

Store everything in one place

Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multifactor authentication on your wealth portal for further peace of mind.

Budget is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Tax time? Piece of cake!

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

Transactions

Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.

Manage your property

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

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.

Stay in control

Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.

Digital Document Signing

Sign those important documents digitally on any device.

Subscription for non-clients

For consumers that are not clients of Aspire Planning, the Wealth Portal is available on a subscription basis for $34.95 per month. We accept the following payment methods: credit card, debit card, AMEX or PayPal account.

Once your payment has been approved, Aspire Planning will email you an invitation to the Wealth Hub along with your ‘Getting Started’ guide.

On working days, you will be emailed within 24 hours. Your monthly debit will take place automatically.

Start managing your financial world now. 

 






Manage your financial world with the Aspire Wealth Hub Contact Us