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Wealth Portal & Budgeting App

Introducing PGD’s New Wealth Portal: My Prosperity

 

https://pgdfs.com/files/2018/04/Wealth-Portal-Video.mp4

 

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.
 For More Information click on the following links:
Portal Features
Property Owners
Security
 Mobile App
Digital Document Signing

Contact PGD Financial Services

Plaza Building Level 9
87-95 Pitt Street Australia Square
Sydney 2000

P: (02) 9241 3214
F: (02) 9241 3147
E: enquire@pgdfs.com

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    • Risk insurance
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    • Wealth Portal & Budgeting App
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PGD Financial Services PGD Financial Services (ABN 64 095 596 339) are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.