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GoalFS Wealth Portal

All clients of Goal Financial Services receive access to the GoalFS Wealth Portal:

  1. All of your assets and liabilities in one place
  2. Auto-categorised transactions to track your spending
  3. Live data feeds for property, vehicles, shares and super
  4. Store important documents such as wills, group certificates,
    health benefit documents or tax summaries
  5. Secure and easy digital management of your funds
  6. Live bank feeds
  7. Tax tagging of transactions to make tax time a breeze
Everything in one place

Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it.

Complete Control

Receive notifications, goals and use the calculator to stay on track to achieve your targets quickly.

Digital Document Signing

Sign those important documents digitally
on any device.

Budgeting made easy

Instant budgets created around your spending
- set yourself limits.

Stress-free Tax Time

Tag and filter transactions as tax items, upload receipts and documents or allow your accountant access to do it all for you.

Subscription for non-clients

Receive notifications, goals and use the calculator to stay on track to achieve your targets quickly.

- Subscription -

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

Goal Financial Services