Enjoy the benefits of having all of your accounts in one secure, convenient online location
Lawrence Wealth Hub – Your Personal Wealth Portal
Introducing Lawrence Wealth Hub, a personal portal where you can manage all of your finances in one place, anywhere, any time, thanks to a broad range of real-time data feeds.
Our user friendly online gateway allows you take control of your cash flow, store all of your financial information in one central online location, connect with financial professionals and make tax time easier.
Just follow the steps below and refer to our Lawrence Wealth Hub video for further information.
1. Account setup
If you are an existing client of Lawrence, you will soon receive an email from us asking you to select the account activation link and create a password.
If you are yet to become an accounting client of Lawrence, please enter your details in the “Access Request” section to the right, with any brief message you would like. Access to this amazing portal will be within 24 hours. Someone will be in contact with you to assist you with your account set up.
2. Establish your worth
Once logged in you’ll be taken to your dashboard, where you can manage all of your finances from one place. Begin by completing your net worth (this can be done be adding all of your assets), click on the ‘mywealth’ tab followed by the orange ‘+add’ button.
We recommend starting with your biggest asset, e.g. your home, and then continuing on with all other assets such as your car, bank account, stocks and shares Once completely, you can then add of your liaibilities, e.g. mortage and credit cards.
3. Setting up ‘mycashflow’
If you’ve yet to add your bank accounts, add them now and enjoy the benefits of ‘mycashflow’. Our unique tracking system allows you to identify your spending habits and allow you to find opportunities to save money where you’d never expected.
4. ‘my financial review’
Utilitise the ‘my financial review’ tool (on the left side of your screen) to review and decide on any products or services your financial adviser may have offered to enhance your wealth and personal finance.
Familiarise yourself with the platform and how best it can assist you with financial decisions, planning and budgeting. Lawrence Wealth Hub is your entire financial world in one convenient place, with easy access and simple tools to best organise your money.
If you have any queries or need any help, please feel free to reach us via phone on (08) 9433 3288 or email on firstname.lastname@example.org.
We are more than happy to assist you any way we can.