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Click here for more detail of investment, lending and risk services.
Save time, stay on track!
Your time is precious. You don't have time to manually enter your investments into a portfolio, as most financial websites require. You want to see what your investments are worth day or night, and whether you are on-track toward achieving a financially secure future.
My Net Wealth®, is a service unique to Count Wealth Accountants.
When you register you will have access to your very own personalised and secure My Net Wealth Homepage.
Key features for clients receiving the Portfolio Review Service:
- View all of your investment data consolidated into a single net wealth statement
- View your investment portfolio - you can access your managed funds and share investments online 24 hours a day, 7 days a week.
- Access product research for your investments
- View commentaries for your investments
- View the investment market outlook
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