Manage your financial world in one place within your
Aspire Wealth Portal
Your finances at your fingertips
Just like your bank accounts, having easy access to a snapshot of where you at financially is the best way to keep on track with your goals.
Within your own customisable wealth portal accessible via your own app with our team supporting you along the journey gives you the confidence to manage each financial bucket and start helping you live the life you dream of.
Watch how our customers use the Aspire Wealth Portal
How the Aspire Planning Wealth Portal works
Our secure portal allows you to easily monitor your assets, track your cashflow, set budgets and securely store and sign your essential documents.
Auto-categorised transactions to track your spending
View Live data feeds for property, vehicles, shares and superannuation
Store important documents, such as wills, group certificates, health benefit statements and tax summaries
Secure, easy to use digital management of your financial world
Store it all in one place
Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multifactor authentication on your wealth portal for further peace of mind.
Make tax time is easy
The end of the financial year and the end of stress! Simply tag & filter transactions as tax items, upload receipts & documents or allow your accountant access to do it all for you.
Budgeting is a breeze
Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
Track your transactions
Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special commands to help manage your property effectively.
All devices. All the time
Time is money and if there are decisions to be made you want to know your financial position in real-time. Whether you are on a desktop, tablet, or smartphone, you’ll have access to your entire financial world whenever you need it, 24/7.
Stay in control of it all
Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track to achieve your targets quickly. Your saving goals couldn’t get any easier as the goal calculator enables you watch your money grow.
Digital Document Sign
Sign those important documents digitally on any device.
Subscribe to get access today
Not a client of Aspire Planning? No problem! Access to the fantastic tools in the Aspire Wealth Portal is available on a subscription basis for $34.95 per month.
We accept the following payment methods: Credit card, debit card, AMEX or PayPal account.
Once your payment has been approved, Aspire Planning will email you an invitation to the Wealth Hub along with your ‘Getting Started’ guide.
On weekdays, you will be emailed within 24 hours. Your monthly debit will take place automatically.
Start managing your financial world in one simple place.