Personal Finance Coaching and Accounting
HOW IT WORKS
STEP 2. BUILD YOUR KNOWLEDGE
We’ll reach out to offer dedicated onboarding sessions to familiarize you with your portal, give you the chance to ask any questions and for us to start to understand what’s important to you.
STEP 3. TAKE ACTIOn
Ready? Time to put your plans into action.
Go at it yourself with your new tools or continue with 1:1 sessions for structured support to make your goals a reality.
Frequently asked questions
Personal Finance Hub is exactly what you want it to be.
For those that want to go at it solo, we have partnered with MyProsperity to make accessible a software system already used by over 500 professional services firms and 40,000 households to allow you to consolidate the view of your finances on a secure personal portal.
For those that want to enhance their wealth, setup their future or need some guidance we offer an educational service with our expert team that helps provide you with the necessary tools and knowledge to meet you financial goals.
Lastly, we also provide a referral service to put you in touch with the right people where required be it a mortgage broker, financial adviser, accountant or lawyer.
You have full control of who has access to your data.
Choose to manage your affairs privately or include us into your team via the ‘teams’ section of your portal.
We use the same technology trusted by 60 million users world wide. For more security information view Security Personal Finance Hub
You can also choose to activate two-factor authentication to log-in if you wish.
Easy! For Free users, there is a dedicated upgrade request area on your portal.
For Pro Portal users who want continual guidance, please send us a message at any time to get started.
Start by registering with one of our plans. All plans come with two dedicated 1:1 sessions. The first with onboarding specialists focused on how to use your portal and a separate second session with our consultants focused on you.
You’ll notice we have no commitment periods as we’re confident in the value you’ll continue to receive.
Please contact us at firstname.lastname@example.org and we will action your request within 24 hours.