Bring your financial life together
Your personal wealth portal
Gain full control and visibility over your financial landscape with our secure, easy-to-use client portal.
See the big picture
Connect all your financial accounts – from property and super to credit cards and loans – for a live, unified snapshot of your finances. Know exactly where you stand, anytime.
Achieve your goals
Stay on track with budgeting tools and goal-setting features. Monitor your spending habits, measure progress toward your targets, and take control of your financial future with data-driven confidence.
Keep important documents safe
Securely store and organise key files like wills, insurance policies, rental agreements, and more. Enjoy peace of mind knowing everything’s accessible when you need it – and easy for your loved ones to locate.
Secure online access
Click below to access your wealth portal and manage your financial world with ease.
Stay connected with Ascent Private Wealth
Collaborate efficiently with your adviser and their team. Share documents, add digital signatures, view your assets and liabilities, and keep an eye on cash flow – all in one place, anytime.