Take Control With Your Personal Wealth Portal
- john@bcvfs.com.au
BCV are excited to announce the upcoming release of our new client wealth portal. Powered by state of the art app ‘My Prosperity’, our wealth portal will allow clients to:
- Get an instant, updated snapshot of their personal wealth, including automated property and car values, and share prices
- Manage their personal cashflow and budgeting using automated bank feeds and budgeting tools
- Securely store all of their critical financial documents online (wills, insurance policies, etc)
- Manage tax deductions, vehicle log books and other associated tax information
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CPA, Partner
- Bachelor of Business
(Accounting) - Commercial Sector Experience
- Qualified Mortgage Broker
- Specialises in Small Business Accounting, Business Advisory and Mortgage Broking.