You can use our Wealth Portal to automate everything, intuitively feeding data into the portal – from your Superannuation to your House, Investment Properties, and even motor-vehicles. The system pulls LIVE data from third-party websites, the property, shares the the second-hand vehicle market and more. The latest data will be tracked and analysed to give you an insightful overview of your current situation.
REAG is truly revolutionizing the way you see your money. Should you load an investment property onto the system, rental statements can even be sent directly to the software and uploaded to track your incomes and assets. This is your chance to ensure that all of your documents are in the same place, eliminating the need to scour your inbox for statements at tax time, property documents, and beyond.
We’ve designed this system to smartly automate your budget, allowing you to ensure that it lists them as tax deductions within one easy-to-track solution. This way, you won’t have to endure the hassle of reviewing mountains of documentation or files. They’ll all already have been captured in one place. Our Wealth Portal can actually assist with the entire tax preparation process.
Our team vows to use its knowledge of the financial markets to ensure you’re always getting the most appropriate products for your situation. We hope to evolve into your coach and concierge, as well as a trusted friend and advisor that will never let you down. We remain committed to building connections that go beyond the conventional broker/client relationship where you communicate once every 3 years.
At the end of the day, this software isn’t for us. It is for you!