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Tools and Resources

DIY Financial Management

Although we always recommend one of our service packages for the best financial results, we understand that some of you may want to manage your own finances in the long term. That’s why we offer the tools to help you achieve your dreams.

  • Allows you to track all your assets and liabilities for a real-time view of your finances.
  • Provides you with powerful budgeting and cash-flow tools.
  • Store your wills, insurances, statements and other important documents in one place.
  • View a variety of modules to advance your financial knowledge.
  • Access to calculators enabling you to easily find out the information you want to know.
  • Receive monthly updates relevant to industry news, changes and advice.
  • Monitor your progress to help reach your financial goals.
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And just to make things as simple as possible, if you need financial advice in addition to the tools provided, you are welcome to book an appointment with your adviser and pay at an hourly rate.

Our DIY package includes access to our Resolve Wealth Portal Pro & our Knowledge Centre, plus a monthly newsletter, all for only $38.50 per month.*

Get in touch with one of our Financial Planning team members today to enquire!

*includes GST, and dedicated ongoing software support for the Wealth Portal.