Budget & Cash-Flow Management
Budget and cash flow are critical to your success. Effective budget and cash flow projections requires collaboration –We can help you with the right strategies and tools to make better decisions with your money. We understand it is not always easy but we will work with you to strengthen those habits until they are rock solid.
This can start with something as simple as a budgeting tool and depending on the outcomes, we can work on your key priorities to get your spending on track. These may include - simplifying your banking, spending, saving, debts, homeownership, family protection, a plan to fall back should disaster strike and of course retirement.
Connect all aspects of your financial world in one place.
Contact us to learn more about our budgeting tool which organises your finances from property and bank accounts to loan repayments, insurance, and estate planning - connecting all aspects of your financial world in one place.
Whether you’re looking for
- peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there,
- next-generation document management uses your portal to store important documents for easy collaboration securely,
- goal calculators to achieve your goals,
- creating goals and pairing them with an account or credit card to understand how - and when - you can achieve them and
- tools for tax, property and estate planning.
Your security, our top priority
Layered defence Layers of security are embedded throughout the platform to ensure the safety of your financial data. Bank-level security.
We use the same levels of encryption as banks and other financial institutions. As a read-only service, the wealth portal cannot be used to move or modify funds.
Setting you up
The staff at Phillips Wealth Partners will assist you to set up the portal, providing one-on-one training and guidance.
Kick start your budgeting using our paper-based budget tool. Download the budget sheet here
