Y
August/ 2019
The things to look for in such a program are:
+
Everything in one place:
so you can add your credit cards, bank
accounts, properties, car, home loans,
investment loans, and so much more, to
easily track and manage your finances.
+
Always be up to date:
view your self-managed super funds
from the portal and receive live property
and investment data feeds.
+
Cashflow & budgeting:
auto-categorized transactions and
powerful budgeting tools make setting
goals and getting a full picture of your
income and expenses a breeze.
+
Tax time made easy:
use the tax wizard to track, tag and
store relevant tax information (from
transactions to receipts) securely online.
All your important financial
documents can be stored in your
“portal” for easy access.
+
The ability to add your
important financial team
(Accountant, Lawyer, Financial Adviser,
Bookkeeper) to your program and allow
them access to only what is relevant to
them, so they can access when they need
to without worrying you and they can
send things to you for digital signing etc.
A U T H O R J AN E T C U L P I T T
Director, Arrow Focus on Wealth
[email protected]
focusonwealth.com
A reporting facility so that you can
generate a required report as and
when needed.
Don’t be caught out again. If you are
interested in finding out what’s right for
you, or your clients for that matter, and
have what is needed to be financially
savvy, contact me and we can have a
cuppa and a chat.
Women’s Network Magazine
51