myWealth vs Shadforth

Say hello to your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools. Why you’ll love it ● Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances. ● Always up to date: upgrade to a Pro account to enable live property and bank feeds from leading financial platforms.  ● 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.

With the Shadforth app you can: • View your Shadforth Portfolio Service Super, Pension and Investment accounts. • Enjoy secure access 24/7, using a passcode, fingerprint or facial recognition (available on compatible devices). • Check on your transactions, performance and investment options. • Review your beneficiaries, personal details, communications preferences and more. • Access statements and generate numerous account reports. • Time for a review? Your adviser’s contact details are readily available.   Please note, an active account is required to access the Shadforth app.