Take control with your very own personal wealth portal
We’re delighted to announce that PGD has introduced a great new platform to help you manage your entire financial world – at home and on the go.
Using the app you will be able to see all your assets and liabilities in one place, categories and track your transactions, budget, take wealth check snapshots, gather up to date property and vehicle information and most importantly track and manage your goals.
Why you’ll love it
• Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment loans and so much more to easily track and manage your finances.
• Always up to date: View your self managed super funds from the portal and upgrade to a Pro account for live property and investment data feeds.
• Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
• Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.
• Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.
Please click here for more information.
Sign Up for a free account here