Financial ServicesCash Management

Cash Management

The world is full of high-income earners and the secret to wealth creation is how they use that income. Our financial planning system can help you to make the most of your money.

Sage has developed Your Personal Wealth Portal to help you manage your accounts;

      • Enjoy the benefit of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more.
      • Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device.
      • Store and access all of your financial information in one, convenient, online location.
      • Connect with your financial professional with one-click access to their full range of professional services.
      • Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets.
      • Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online.