All clients of Rothgard Financial Planning receive access to the Rothgard Wealth Portal:
- All your assets and liabilities are conveniently in one place
- Auto-categorised transactions to track your spending
- Live data feeds for property, vehicles, shares and super.
- Store important documents, such as wills, group certificates, health benefit documents or tax summaries
- Secure, easy digital management of your funds.
Store everything in one place
Budget is a breeze
Tax time? Piece of cake!
Manage your property
All devices. All the time
Stay in control
Digital Document Signing