Personal Wealth App

Live financially confident with your own personal wealth portal

Say hello to your financial world's new command centre.

Make budgeting a breeze and keep accountable to that budget plan.

Set yourself up for success with the portal's powerful organization, analytics, and collaboration tools.

This great platform will help you manage your entire financial world - at home, in the office, and on the go.

Start with the FREE version to simply manage cash flow and budget. You stay on the free version for as long as you like.

If you want to add in other advanced features that are available you can. Easy monthly $30.00 payments as well as a Pay upfront, on an annual basis, to save you some $'s and kick start your budget control.

$250.00 upfront p.a. to  Do it Yourself ( initial assistance given free of charge)  OR $1,000.00 p.a. upfront for Do it With a Wealth Coach available to you. 

( EFT, Paypal, or  Cr Card) Contact us directly to arrange this option.

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Everything in one place

Enjoy the benefit of having all your accounts in one place with one login. Arrow's Personal Wealth Portal, brings together all your assets and liabilities conveniently in one place.

Get to know your cashflow

Transactions are automatically categorised so you can easily see where you're spending money. Automated reports help you monitor your spending. Say goodbye to spreadsheets!

No more paper trails

Cut out the paper! Keep your important paperwork and records saved in a single secure location and share your important records easily through our personal wealth portal.

Keep track of your goals

Our personal wealth portal allows you to set, plan, track and manage financial goals and visualise your progress towards achieving. Remember a goal without a plan is just a wish!

Property and Vehicle information

Live data feeds and free valuations track the performance of your property and vehicles.

Budget is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Want to know more?

Contact our expert advisors today and learn how we can help you reach your goals.

Call us on 1800 731 328
CLICK HERE TO CONTACT US

Need more info?

Click on the images below to download our brochures.

 

Any advice in this website is general advice only. The content has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making a decision about any information contained on this website you should carefully consider the appropriateness of the information in light of your personal circumstances in addition to the information provided in the PDS of the relevant financial product. You should also consider seeking professional advice from your financial adviser.

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