WHAT WE DO
Discover how we organise all the pieces of your financial puzzle
MyWealth Concierge’s Community
The MyWealth Concierge’s Community gives you access to a community of financial professionals via an online digital platform and forum, here you can ask general advice questions, discuss topics with other community members and receive information, tools and resources to assist you in improving your financial wellbeing. Providing a Wealth of knowledge and experience at your fingertips.
MyWealth Check
Depending on your membership level MyWealth Concierge will be able to review your information and provide you with an indication on whether you may be able to improve your financial wellbeing. This Wealth Check will let you know ways you can improve your financial health, like whether you can save interest on your home loan, get cheaper insurance, or save fees on your superannuation.
If the Wealth Check determines a potential opportunity for you to be in a better financial situation the Wealth Concierge will connect you with the most suitable professional. Get your finances sorted today!
MyWealth Portal
We understand that life is busy and traditionally keeping on top of your finances is time consuming and confusing, there is so many moving pieces that you need to keep track of. MyWealth Concierge enables you to bring all these bits and pieces together in one simple place through a digital portal and mobile app.
WealthStarter
WealthStarter option may suit you if you are just starting out, maybe buying your first home or looking to get yourself on the right track and learn more about finances.
WealthLite
This is a great option if you do not need to keep track of your budget or require live valuations of your assets but want all the support and services MyWealth Concierge has to offer. This can be a good option if you're retired and do not have debts or cashflow concerns.
WealthBuilder
WealthBuilder may suit you if you’re looking at ways to further build your wealth, perhaps you are earning a good income and have been paying off your mortgage, have started to accumulate a decent super balance and want to ensure it’s working hard for you, or are time poor and struggling to keep on top of all your finances and need some help.
WealthMax & WealthPro
WealthMax & WealthPro subscriptions are for those who have accumulated wealth that need support and assistance to keep on top of everything. You may have a significant investment portfolio or approaching retirement or fully retired and want regular updates and administration assistance in managing your wealth. You may want to learn more about finances and feel empowered to make the right financial decisions.
OUR SUBSCRIPTIONS
Our range of
suitable subscriptions.
Whether you looking to buy your first home, pay off your debts faster, grow an investment portfolio, reduce tax, prepare for retirement, run your own business, or are just struggling to keep track of everything. Our packages are designed to fit with the life stage you are at and the amount of support you require. All members gain access to our online MyWealth Concierge Community and wealth management portal.