We want you to feel free to live your life the way you desire, knowing your financial situation is being taken care of.
myCW portal is a clean and simple app for your tablet or phone. It gives you the ability to:
• View details of your assets and liabilities with up-to-date valuations
• Digitally sign documents to agree to our advice
• Message your team and share documents securely
• View your latest Progress reports and financial planning documents
• Store your other important documents such as Wills, Trust deeds, ID or insurance policies to the ‘Vault’
You can choose to view just the assets Creaseys Wealth looks after for you (Managed), those that we don't, e.g. your home or current account (Non-managed), or all your assets together (Everything). Assets are grouped by owner as well as type, so you can drill down into the detail if needed.
Most valuations are updated daily, so you’ll always have an accurate picture of your net worth.
The App also allows you to digitally sign documents to agree to our advice – no more waiting for paper copies and snail mail, or the need to travel into our offices to sign a document.
It’s a great place to store any financial information relevant to you and your family – we’ve created your very own virtual vault for this reason. If there was ever an emergency, you’d have peace of mind knowing that all your documentation was all in one safe place.
There’ll be even more functionality added to the App in the future, including:
• Pre-annual progress meeting review – a questionnaire completed through the portal giving the opportunity to update us with any changes to your circumstances since we last met
• Open banking – the ability to link your bank account directly to the portal with live feeds to give an even more in-depth view of your net worth
• Other exciting developments – watch this space!
myCW portal is a clean and simple app for your tablet or phone. It gives you the ability to:
• View details of your assets and liabilities with up-to-date valuations
• Digitally sign documents to agree to our advice
• Message your team and share documents securely
• View your latest Progress reports and financial planning documents
• Store your other important documents such as Wills, Trust deeds, ID or insurance policies to the ‘Vault’
You can choose to view just the assets Creaseys Wealth looks after for you (Managed), those that we don't, e.g. your home or current account (Non-managed), or all your assets together (Everything). Assets are grouped by owner as well as type, so you can drill down into the detail if needed.
Most valuations are updated daily, so you’ll always have an accurate picture of your net worth.
The App also allows you to digitally sign documents to agree to our advice – no more waiting for paper copies and snail mail, or the need to travel into our offices to sign a document.
It’s a great place to store any financial information relevant to you and your family – we’ve created your very own virtual vault for this reason. If there was ever an emergency, you’d have peace of mind knowing that all your documentation was all in one safe place.
There’ll be even more functionality added to the App in the future, including:
• Pre-annual progress meeting review – a questionnaire completed through the portal giving the opportunity to update us with any changes to your circumstances since we last met
• Open banking – the ability to link your bank account directly to the portal with live feeds to give an even more in-depth view of your net worth
• Other exciting developments – watch this space!
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