We live in a digital world now. Most of us use our credit cards and bank accounts to pay for the majority of our purchases. Especially things that would be classed as a tax deduction. So surely there has to be an easier way to prepare for tax time? The ATO are cracking down on work related expense claims. We expect a tonne of Audits over the next few years as the ATO try and claw back refunds from taxpayers. That means you need to produce ALL of your receipts as soon as the ATO request these.
Most of us have paperwork all over the place. Wouldn't it be amazing if you could have everything in one place. If you could see the value of your assets. And these could be updated automatically based on things like rpdata for property or redbook for your car.
Wouldn't it be amazing if you could see how much money you were spending and where. Set savings goals, or budgets, or set a target for repaying your home loan.
You can stop dreaming......all of that + more is possible in in your Growthwise personal wealth portal.
AMAZING! Tell me more.....
This isn't just about helping you make tax time suck less. It's about giving you control of your entire financial life. Without the hassle of manually updating excel spreadsheets.
If you think wealth management is about retirement, you are mistaken! This package has been designed to help you plan to have the lifestyle you want, as well as make the best financial decisions today that will make the most out of your savings in the future.
Our wealth management package includes your wealth portal subscription to help you keep track of your investments, loans and debts, budget, cashflow, insurance, wills and everything in between.
You can check out the some of the cool things your personal wealth portal can help you with here, or if you are just so keen to get started, check out the getting started guide.
Now we don't offer Financial Planning advice and this portal isn't designed to do that. It's simply designed to keep everything in the one place, to help you set financial goals and to ensure you are tracking your progress.
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That looks awesome. I hate having to do anything at tax time & I really need to get my financial life sorted. How much does it cost and what is the next step?
