Personal Finance Coaching and Accounting

Tools

Simplify and consolidate your finances via your personal wealth portal.

Knowledge

Tailored meetings to empower you to take control of your finances and turn your goals into reality.

Service

A dedicated team of real people to help you invest in yourself and support you through your journey.

HOW IT WORKS

STEP 1.
CONSOLIDATE YOUR FINANCES

EVERYTHING IN ONE PLACE

Bank accounts, credit cards, superannuation, insurance policies, investment properties, shares and managed funds all in once place.

Cashflow Control

Automatically track spending, set budgets, savings goals and stay accountable.
Tag transactions to make tax time a breeze.

saved to the cloud

Never lose important documents again. Save statements, policy documents and receipts securely.

TOOLS TO HELP

Calculators and goal tracking tools to help you stay in control of debt and plan for the future on your desktop, tablet and mobile.

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.

Practicing Professionals.
Our consultants are experienced, passionate and fully qualified Financial Advisers, Chartered Accountants and customer service specialists.
Dedicated, Empathetic and Expert.
We pride ourselves on being an accessible alternative to traditional professional services firms. Our focus is empowering you to make informed decisions instead of making them for you.
Our Values
Outcome focused.
The outcomes of good financial decisions and behaviors compound. We have multiple offerings suited towards those who want to go at it alone to those who want more structured support.
Our Plans
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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. 

You can choose who to share your portal with via the ‘ Teams’ section of your portal. 
Manage permissions and access for your chosen advisers including us as well as family members. 

Please contact us at contact@pfhub.com.au and we will action your request within 24 hours.