Advise Wealth vs McQueen Connect

Advise is a personal wealth management app that helps you find and manage your whole financial world in one simple location. Are you having difficulty understanding your financial position? The solution is Advise. Advise is an easy to use app that gathers all your information in one place, providing you with a clear overview of your personal wealth. Once you download the app, you can be connected to your financial information in just minutes With bank level security, your data has never been safer What other features does the advise app offer its users? Data Collection and Management With live feeds from sources such as your financial institutions, superannuation provider (including SMSF), Redbook (for Motor Vehicle Values), and the Australian Stock Exchange you can finally access an accurate listing of all of your assets in one easy to manage location. Rental property monthly agents statements can be sent directly to the advise app from your managing agent for easy tax time document collation Cash Flow Tracking and Management The advise app allows you to review your cash flows and even tag items for specific purposes such as tax deductions, and report on your monthly cash inflows and outflows. You can even set up auto-categorisation of your expenses for recurring items. Digital Document Signing Save yourself time and paper by signing tax returns, financials and business activity statements within the advise app, copies of these documents are saved for easy access Secure Document Storage Store copies of your important documents such as Wills, Insurance Policies, in one central location where they can be easily accessed.

We are a talented team of professionals and we love what we do. We are here to help our clients realise their full potential through financial wellbeing. Many of our clients are time poor or have complexity that requires a team with many different skills. We have the relevant services under the one roof to make life easier for our clients. We are all about Clarity, Certainty & Control.