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PERSONAL FINANCE PORTAL

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New to PFP?
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You can find PFP amongst your device's Apps.
Personal Finance Portal (PFP) is a service available only from your financial
adviser or mortgage broker. PFP can give you access to view all your finances in
one place, 24/7, on any mobile or web device. PFP enables you to view your fund
information and financial portfolio in an instant. So whether you're looking for
an up-to-date valuation of your portfolio, want to assess how you're progressing
against your goals or simply wish to get in touch, PFP has it covered.


SECURE MESSAGING

With email and post increasingly open to being intercepted, we treat the
security of the data you share with us with the utmost importance. PFP provides
you with a secure messaging service, so you can quickly get in touch with your
Adviser and have the peace of mind of knowing that any information you share is
encrypted and completely private.


A SECURE DOCUMENT VAULT

PFP provides you with a secure Document Vault, so you can store all your
financial documents online where they are secure and fully backed up - much
safer and more convenient than the bottom of the filing cabinet.


ACCESS TO OPEN BANKING

An additional service that enables you to collate information from bank accounts
and credit cards, giving you powerful insights. You will also receive alerts
into spending / saving habits and keep track on how you are progressing against
goals you have set.


AN INTRODUCTION TO PERSONAL FINANCE PORTAL

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GET THE APP

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To install, tap and choose
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If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow
the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
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User Guide Security Terms of Use Cookies Policy
Valuation figures provided may not reflect changes due to movement in the unit
price, unit holdings or the impact of changes in withdrawals or contributions.
We recommend that you confirm with your Adviser before taking action based on
this information.
Version: 37.2721.5571