P. 02 6023 2775   |   E. Email Us   |   Suite 3, 497 Smollett Street, Albury NSW 2640

Your Wealth Portal


Your Wealth Portal is an on-line service that is designed to keep your personal financial information and records in the one secure location.

You can log on at any time and view your entire financial position.

We are providing you with access to this new service as part of the ongoing advice and service fees you are paying us and to help make it easier for you to keep track of your overall financial position.

Some of the key benefits it provides include:-

  • Everything in one place – you can include bank accounts, investments, superannuation, properties, personal assets, loans and more on the portal to more easily keep track of and manage your finances;
  • Always up to date – your financial information is kept current including live property valuations, investment, superannuation and bank data feeds;
  • Cashflow and budgeting – you have access to cashflow reporting and budgeting tools to get a full picture of your income and expenses and make this easier to manage;
  • Tax time made easy – you can track, tag and store relevant tax information (from transactions to receipts) securely online and then generate the one annual report for your accountants, making sure you don’t miss any deductions you can claim;
  • Store documents – you are able to store copies of all your important documents in the one secure location (e.g. Wills, Tax Returns, Insurance policies etc) and note where the original copies are kept, providing peace of mind;
  • Goal setting – you can set personal financial goals and track your success towards achieving them;
  • Mobile app - Not only can you keep track your finances at home, you can also do this at any time with the mobile app.

If you are interested to know more and would like us to arrange your access, please contact our Practice Manager, Lisa on 02 6023 2775 or This email address is being protected from spambots. You need JavaScript enabled to view it..



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Phone 02 6023 2775
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Address Suite 3, 497 Smollett Street, Albury NSW 2640

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Huon Financial Planning Pty Ltd ABN 44 143 918 781 is a Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256

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