How would you like all of your financial information at your fingertips?
Say hello to your financial world's new command centre.
Whether you’re looking for peace of mind or a platform to reach your goals, your WCG Wealth Portal has the right features to help you get there.
Get in complete financial control
Discover what our new digital platform can do for you
Everything you need, in one place
Get a live snapshot of your entire financial world
Keep track of everything you own and owe with a live view of your personal finances.
Track your success and reach your goals
Whether you’re buying a property or saving to start a family, track your progress with financial goals.
Get easy access to your finance professionals
Connect with your adviser, accountant and property manager for easy access when you need them!
Save time with productivity tools
From managing documents to organising to-dos, your portal is packed with tools to make your financial life easier.
Use smart money tracking for better budgeting
Stay on top of your money with auto-categorised transactions and monthly budget reports.
Your security, our top priority
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.