PMW Wealth Hub the personal wealth management app, that helps you manage your whole financial world, in one simple location.
Having difficulty understanding your financial position? Tax time a headache? The solution is PMW Wealth Hub.
No more digging around for paper work to get your finances in order, the PMW Wealth Hub is an easy to use app that gathers all your information in one place, providing you with a clear overview of your wealth.
Once you download the app, you can be connected to your finances in just minutes, with bank level security, your data has never been safer.
What other features does the PMW Wealth Hub offer?
Data Collection
Give yourself greater control with up-to-date access to all your financial information.
Live data feeds from your financial institutions, superannuation provider (including SMSF), Redbook (Motor Vehicle Values), rpdata (Property Valuations) and the Australian Stock Exchange you can finally access an accurate listing of all your assets and liabilities, in one easy to manage location.
Cashflow
The PMW Wealth Hub allows you to easily set up auto-categorisation cashflow items, review your cashflow, tag items for specific purposes such as tax deductions and report on your income and expenses.
Budgets
Say goodbye to spreadsheets… create budgets around your spending and review budget forecasts for your income and expenses.
Goals
Have a financial goal? Achieve it with our Goals feature, which helps you to budget, to bring your goals to life.
Connect to a professional
Connect with your adviser or accountant and request services without having to physically visit them. PMW Wealth Hub can also provide your financial professional with valuable data that they can use to assist you.
Investment Property
Ask your Property Manager to send your monthly rental statement directly to the PMW Wealth Hub, to simply match to the cash transaction, and store the document for tax time.
Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud. Easily add ‘tax tags’ to transactions and store receipts against transactions.
Digital Document Signing
Save time and paper by signing those important documents digitally within the PMW Wealth Hub app, copies of these documents are saved for easy access.
Secure Document Storage
Safely store copies of your important documents such as Wills, Insurance Policies, in one convenient location where they can be easily retrieved.
Peace of Mind
The Executor Kit is a summary document outlining your wishes and estate. This is designed to help your executor administer your estate.
(App will use location background mode, which may dramatically decrease battery life)