All your finances in one place!

BGN Financial Management has partnered with tech firm 'MyProsperity' in order to improve our service to you, our clients. We are pleased to offer each of you a personal wealth portal at no additional cost.  Your wealth portal is a place where you can track your wealth, goals and more.  In addition to this, we will be able to send you documents that require your signature digitally and you can sign at the push of a button on your phone, tablet or computer. 

 

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 assets 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.

 

 

 

We are offering a wealth portal to all our clients for free through a Starter account,

or you can upgrade to a Pro account for the discounted price of $30 per month (We will waive the set-up fee too!).

 

A Pro account gives you everything the Starter account has to offer, as well as live data feeds from your bank, mortgage provider, super and investments and extended document storage for all your important documents (leases, wills, receipts and more) 

We are Excitied

Have a look at this video

Sounds good doesn't it?

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BGN Financial Management PTY LTD is a corporate authorised representative (468796) of Professional Investment Services Pty Ltd (ABN 11 074 608 558)

which is the holder of Australian Financial Services License No.234951.

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information. By entering your details to this website you are agreeing to be added to the BGN Financial Management contact list and will receive, from time to time, newsletters, updates and invites to events etc.  You can opt out at any time by emailing ben@bgnfinancial.com.au

Neeliya Cooper Credit Licence No. 501079 Ph : 0419260226

 

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