Welcome to your new personal finance portal.
Wealth Connect enables you to view all your finances in one place. From your fund information to your financial portfolio, you can see everything at a click of a button on any mobile or web device.
So, whether you’re looking for an up-to-date valuation of your portfolio, assess how you’re progressing against your goals, send secure messages and documents to your adviser, or simply connect with them remotely, Wealth Connect has you covered.
ALL YOUR FINANCES IN ONE PLACE
A Convenient Way to View Your Finances Online 24/7
Wealth Connect gives you full access to your long-term savings and investment information as well as your bank accounts, savings and credit cards.Enabling you to have a complete picture of where you stand financially.
EASY-TO-USE & ALWAYS UP-TO-DATE
Accounts, transactions, and balances are refreshed every day, so the information displayed in WealthConnect will always be up-to-date*. Getting actual valuations also becomes a breeze so you can always see how your investments are performing.
SECURE CLOUD-BASED SOLUTION
Everything on Wealth Connect is fully encrypted, providing you with bank-level security and peace of mind knowing all your financial information is safely stored.
ACCESSIBLE DOCUMENT STORAGE
Allows you to store all your personal and financial documents in a single online document vault that’s completely secure and fully backed up. Making it safer than keeping paper copies in your filing cabinet or in a computer file which can be hacked.
ENCRYPTED MESSAGING
Through our inbuilt messaging service, you can communicate safely and securely with your financial adviser and the broader Headway Wealth team. All messages are encrypted, making it a far safer choice than email.
GOAL TRACKING
Set personal financial goals and alerts that let you know whether you’re on track or need to address a shortfall.
READY TO GET STARTED?
As a Headway Wealth client, it is free to register for WEALTH CONNECT. Simply follow these two steps:
Visit the Wealth Connect Portal and and click “Sign up”. VISIT WEALTH CONNECT PORTAL
Follow the step-by-step instructions on the screen to complete your registration.
DOWNLOAD THE WEALTH CONNECT APP
Our free app is available from any internet-connected mobile device but does work a little differently to most apps.
Watch our video tutorials for detailed instructions on how to download Wealth Connect on your mobile device.