Personal Finance Portal

The key benefits

• It will provide you with 24/7 online access to your personal information, including valuations, income and expenditure, and your personal goals.

• It will provide secure two-way messaging, and no need for additional software to encrypt information.

• Documents will be shared between us, and it allows you to store documents in one place, so you no longer need to hold onto paper copies.  You can even use this to upload your own documents, with the function for you to store in isolation and not share with us. Sharing documents online also helps to avoid any postal delays, getting important information to you/us quicker.

• Update your personal information whenever you like, and we will then get notified of the changes you have made instantly.

• You can gain access to a suite of Financial Forecasting tools.

• By utilising the portal, you will be positively engaging in helping us reduce our carbon footprint.

To register for our Personal Portal

Using your smartphone, hover over the QR code below, which will take you directly to the Lovewell Blake Financial Planning Portal.

Alternatively you can register here.

Once you become a user of the Portal, and you have registered for access, you can install our app on your smartphone or tablet.