We are always conscious of the need for strong security over all data that we hold, especially your confidential information.
Consequently, we are now utilising a client portal for the electronic delivery and storage or your information between you and our office. Therefore, documents which we previously emailed or posted to you will now be accessible on the Client Portal. You are also able to upload documents and information for us with the simple click of a button.
Please note that documents can not be uploaded to the client portal until you have successfully activated your account.
So what are the benefits?
- Tighter security
- Straightforward to use
- Your records are will be available 24/7 and you have the ease of downloading a copy to send to banks etc. when needed (for this reason, we will not be displaying TFN’s)
- No more emails getting lost or going to Spam folders
- Faster turnaround time in getting documents to you and vice versa.
Our Client Portal also has many other abilities and uses regarding finances. Please contact our office if you would like to know more.
The Money Edge is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
Liability limited by a scheme under Professional Standards Legislation