Personal Wealth Management Tool

Free web service for helping you manage your finances

Introducing Our – Personal Wealth Management Tool

Manage your finances simply by using our free personal wealth management tool. The personal wealth management tool will help you take control of your finances and make your money go further.

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Benefits

This tool will help you take control of your finances, keep track of your cash flow, make tax time easy, connect personally with our Provida Financial Services advisors and utilise document storage & keep everything in one place.

Everything in one place

Enjoy the benefit of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more

All the latest data feeds

Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device.

No more paper trails

Get super organised, securely upload important documents and access all of your financial information in one, convenient, online location.

Connect with Provida

When connect with Provida Financial Services, you can access our full range of professional services that will help you grow further.

Control of your cash flow

Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets. Set up reports to monitor spending.

Make Tax time easy!

With the ability filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you.

Simple and effective wealth management tool!

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Start Guide

Quick Get Start Guide

Unlock the power of your personal wealth portal in only a few minutes. Manage all of your finances in one place, anywhere, any time.

Add assets in “mywealth”

mywealth is your balance sheet showing all of your assets (eg home, car, bank accounts) and liabilities (eg. loans, credit cards).

Add a category in “mycashflow”

After adding your bank accounts in mywealth (see above), your transactions will be automatically categorised in mycashflow so that you can immediately see how much you have spent on groceries, fuel, eating out, etc in the last month.

Setting a budget in “mycashflow”

Let the portal do the hard work for you and set a budget. In the “mycashflow” tab you can ensure that all your transactions are correctly categorised and set budget values for each.

Adding a Team Member in “myProfile”

Building up your financial team and keep your spouse or partner in the loop by adding them as a team member to your personal wealth portal.

Review your financial position

Take the 1 minute financial review to ensure that you are on track to achieve your goals.