As life progresses, it’s easy to lose track of the many assets, liabilities, policies, and utilities you manage. Bringing them all together in one place gives you simple and convenient way to access your important information when you and/or your loved ones need it, and a clear view of your net worth.
You can track anything from multiple investments to a sentimental item. Now with digital apps, it’s even more difficult to keep a track of where things are as normally, there are no statements or documents posted to your address.
In the midst of a crisis, families are often left to sort through stacks of paperwork in search of important financial information which can often be behind multiple password protected systems.
During this time, they may unintentionally overlook valuable assets such as investments, life policies, or even the location of cherished jewellery. Spreadsheets or shared files can be easily missed!
Our solution makes recording and providing this data simpler (Typical Nominee’s are your Will Executor, Spouse, Family members, and/or trusted friends) .
Enter your details, make a payment (see pricing below), and Login.
Access to your Net Worth anytime; keep your data up to date as your financial circumstances change.
Specify when (before or after your death) and what data (read-only) they can see.
Be fully prepared — your estate, organised and ready.
You can enter as much or as little information as you want. We use high levels of security to keep your data safe - Strong passwords (hashed), multi-factor authentication, SSL/TLS 256 bit encryption, and database encryption.
Security
Give trusted ones easy and secure access to the information they need. You have control of what each individual can see.
If your Nominee or Advisor tries to access your account, you will be notified and have set time (determined by you) to respond. This is a very important factor in this portal.
When speaking with people about passing on their inheritance, we heard a common theme: a deep concern for the financial well-being of their loved ones. While inheritance rules may change, the questions remain heartfelt and consistent: How will my family cope financially when I’m gone? Will my partner and children receive the support I’ve set aside for them? What steps will my family need to take after my passing? And if I’ve prepared important information, how can I ensure my loved ones can access it when they need it most? How do I create a death file?
This portal has been designed to support you in planning for the future and ensuring your loved ones have the information they may need.
We hope this portal helps to make life easier for your loved ones.
