The Mackenzie Wealth Management app is a service provided by Mackenzie Financial Planning and powered by moneyinfo that gives you a complete picture of your financial life.
Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, and property can be tracked together with all of the associated paperwork.
One place for everything financial.
Here’s a few of the things The Mackenzie Wealth Management app can help you with –
• Making better financial decisions and answering questions such as; Can I afford to buy a house? Am I saving enough towards my retirement? When can I retire?
• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?
• From a single investment to an extensive portfolio; The Mackenzie Wealth Management app makes it simple to keep track of your investments.
• Storing all of your important documents, including your insurance certificates against your property and possessions. Simplifying finding the information when you need it most.
The Mackenzie Wealth Management app makes understanding and keeping track of your money both easy and safe.
The Mackenzie Wealth Management app is available to clients of Mackenzie Financial Planning. If you don't already have access to your own Mackenzie Financial Planning account, contact the team at wealth@mackenzie-fp.co.uk.
Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, and property can be tracked together with all of the associated paperwork.
One place for everything financial.
Here’s a few of the things The Mackenzie Wealth Management app can help you with –
• Making better financial decisions and answering questions such as; Can I afford to buy a house? Am I saving enough towards my retirement? When can I retire?
• Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?
• From a single investment to an extensive portfolio; The Mackenzie Wealth Management app makes it simple to keep track of your investments.
• Storing all of your important documents, including your insurance certificates against your property and possessions. Simplifying finding the information when you need it most.
The Mackenzie Wealth Management app makes understanding and keeping track of your money both easy and safe.
The Mackenzie Wealth Management app is available to clients of Mackenzie Financial Planning. If you don't already have access to your own Mackenzie Financial Planning account, contact the team at wealth@mackenzie-fp.co.uk.
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