We are excited to be launching our new secure client portal!

This will allow you to have a simple portal to securely communicate and collaborate with us on all your financial needs.

Our new portal gives you, as a valued client:

• Security over your documents
• Digital Document Signing
• A consolidated view of your assets and liabilities
• Mobile app to track your finances on the go

We pride ourselves on ensuring your privacy is protected to the highest standard with our bank-level web security 256-bit SSL/TLS Certificate, keeping your information safe and secure.

Over the next few months, we will progressively be onboarding clients to the new portal. If you’d like some assistance to get your client portal set up in the meantime, please let us know!