Take Control with Your Personal Wealth Portal
June 15, 2018
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
We’ll be releasing more information on this fantastic portal shortly. If you think this might be of interest to you, please let us know!
- Bachelor of Business
- Commercial Sector Experience
- Qualified Mortgage Broker
- Specialises in Small Business Accounting, Business Advisory and Mortgage Broking.
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The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should consider your own financial position, objectives and requirements and seek personalised advice before making any financial decisions.