All clients of Goal Financial Services receive access to the GoalFS Wealth Portal:
- All of your assets and liabilities in one place
- Auto-categorised transactions to track your spending
- Live data feeds for property, vehicles, shares and super
- Store important documents such as wills, group certificates,
health benefit documents or tax summaries
- Secure and easy digital management of your funds
- Live bank feeds
- Tax tagging of transactions to make tax time a breeze
Subscription for non-clients
For consumers that are not clients of Goal Financial Services, the 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, we will email you an invitation to the Wealth Portal along with your ‘Getting Started’ guide.
To find out more about how Goal Financial Services can help you, contact us today