Trust and Security
Bank level security
Our portal uses the same 256-bit encryption that banks use to protect private details. Like banks, it has a layered security infrastructure with ‘checkpoints’ throughout to minimise risk.
Your information is private
Any information you provide is for internal use only. No other third parties or businesses will have access to your information without your consent.
Industry leading providers
From document management to live data, our portal features services from industry leading platforms such as Amazon Web Services, Yodlee and OneSpan for a robust, reliable and secure experience.
Your money is untouchable
As a read-only service designed to help you organise and analyse your finances, our wealth portal cannot be used to move or modify funds.
Let’s Connect!
During our 15-minute call, we’ll explore what’s important to you, your personal and financial goals, and how we can help you. Looking forward to connecting with you—choose a time that suits you best!