Your Personal Wealth Portal

We’re delighted to announce that Complete Business & Accounting Services have introduced a great new platform to help you manage your entire financial world – at home and on the go!

We’d like to introduce you to Your Personal Wealth Portal, CBAS’s very own app that serves as your all-in-one personal wealth solution.

The portal has one simple aim: to help you stay on top of every aspect of your financial world with ease, all from the comfort of your smart phone or PC.

After helping thousands of clients over the past 20 years, we’re always looking for new ways to help you CHANGE YOUR LIFE! To take the first step in getting your financial world sorted, sign up to Your Personal Wealth Portal today!

Check out the Video below:

Complete Business & Accounting Services ~ YouTube

 

Why you’ll love it!

 

Easily manage your entire financial life and stay on track. This application is designed to help you create, grow & protect your wealth! With a beautiful bank level secure platform where you can monitor your wealth, track your cashflow, set budgets and securely store and sign your essential documents.

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Communication

Not sure how to take that first step? Your personal wealth portal opens doors and allows easy communication between yourself and professionals.

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Everything in one place

Add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.

Cloud document storage & Receipt Scanning

Tax time made easy with receipt scanning and transaction recording! Electronically store all your important documents and access with a tap of a finger.

Budgeting is a breeze

Say goodbye to spreadsheets. Auto-categorised transactions make setting goals and getting a full picture of your income and expenses a breeze.

Key Features

Everything in one place: Enjoy the benefit of having all your accounts in one place with one login. Myprosperity is your personal wealth portal, bringing 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. Store and access all of your financial information in one, convenient, online location.

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. Utilise a broad range of real-time data feeds including property, superannuation, investments, and cars – anywhere, anytime, on any device

Budget is a breeze: Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Stay Connected: Connect with Financial Professionals, with one-click access to their full range of professional services

To get you started:

 

If you would like to discover what it means to get your financial world sorted with your personal Complete Business & Accounting Services wealth portal, send us an enquiry by clicking on the ‘Contact Us‘ button below.

 

There is a simple process that requires you to create an account. Once you have confirmed your interest, you’ll soon receive an email prompting you to set up your CBAS wealth portal. Please check your junk email folder, and let us know if you haven’t received anything in the next 24h.

 

We recommend the initial setup to be on a PC for your convenience. Additionally, for on the go access you can download an App on your Smart phone. Click on the appropriate link by selecting Google Play or Apple Store for access to your whole financial world.

 

Although; If you’re as eager as us to take control of your finical world and can’t wait, click on the ‘Register’ button below and sign your self up. By clicking on the ‘Register’ button, you will be directed to the registration page which will allow you to create your free account.

 

Already have an account? Click on the ‘Log in’ button below to be redirected your wealth portal log in.

Key Features

Everything in one place: Enjoy the benefit of having all your accounts in one place with one login. Myprosperity is your personal wealth portal, bringing 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. Store and access all of your financial information in one, convenient, online location.

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. Utilise a broad range of real-time data feeds including property, superannuation, investments, and cars – anywhere, anytime, on any device

Budget is a breeze: Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

Stay Connected: Connect with Financial Professionals, with one-click access to their full range of professional services

To get you started:

 

If you would like to discover what it means to get your financial world sorted with your personal Complete Business & Accounting Services wealth portal, send us an enquiry by clicking on the ‘Contact Us‘ button below.

 

There is a simple process that requires you to create an account. Once you have confirmed your interest, you’ll soon receive an email prompting you to set up your CBAS wealth portal. Please check your junk email folder, and let us know if you haven’t received anything in the next 24h.

 

We recommend the initial setup to be on a PC for your convenience. Additionally, for on the go access you can download an App on your Smart phone. Click on the appropriate link by selecting Google Play or Apple Store for access to your whole financial world.

 

Although; If you’re as eager as us to take control of your finical world and can’t wait, click on the ‘Register’ button below and sign your self up. By clicking on the ‘Register’ button, you will be directed to the registration page which will allow you to create your free account.

 

Already have an account? Click on the ‘Log in’ button below to be redirected your wealth portal log in.

Security

 

Bank Level Security

You can be confident that your important information is safe. We use the same 128-bit encryption and physical security that banks use to protect your private details and our practises are monitored and verified by Verisign and supported by McAfee Security.

Partnered with Yodlee

This is the same technology chosen by 600 leading banks, financial institutions and companies around the globe – to provide a robust, secure and customer-centric platform. Familiar clients of Yodlee include; Amazon, Paypal, Bank of America, Xero & HSBC.

Money Remains Secure

As this is a ‘read-only’ service, your money is untouchable – by you, and anyone else! The purpose is to organise and analyse your finances, not pay bills or transfer money. There is no functionality to allow you to move funds in or out of any accounts so your cash is safe.