Your finances.
Connected.

Wealth Platform gives you all the tools and insights you need to connect with your adviser and plan your financial future.

The power to master your money

Take control of your finances, get the best advice and make the right decisions.

Your financial information analysed and gathered in one place give you clarity and insight.

Keep an eye on your money and always know what comes next in your investment strategy.

Work smart with your adviser: get reminders for scheduled meetings and go armed with the right information.

“It’s great to keep track on how my money’s doing”

Mike can see how his investments are growing in line with his plans to save for his daughter’s education.
“I like to keep an eye on my finances while I’m on the move”

Katie knows she can access her information anytime, anywhere, on any device.
“It’s good to keep in touch with my financial adviser – without having to have a meeting”

Sarah finds it easy to have a virtual link to her adviser – knowing that all her financial information is all in one place.

Speak to your adviser about Wealth Platform and how it can help you work together to plan your financial future.

Speak to your adviser about Wealth Platform and how it can help you work together to plan your financial future.