Everything in one place
Add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
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 specially built tax tools 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.
Frequently asked questions
Is the Lifewealth Portal secure?
Your portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks. Read more about the security features here.
Is the Portal available on the app store?
Absolutely. Download your app here:
How do I use digital document signing through the portal?
The Lifewealth Portal allows you to digitally sign your documents in a simple and secure way. Simply log in and utilise the ‘Click to Sign’ function. Learn more about digital document signing here.
