Looking for the easy way to manage and organise your finances?
Keeping track of your financial position is no easy task, understanding where you stand now as well as where you might be in the future can be overwhelming. MyLifetime lets you organise your financial products into one single view and uses that information through fun and innovative tools to provide new perspectives on your financial situation! These include:
• wealth projector that matures your finances up to and past retirement
• spending tracker where you can add and track your day to day spending
• protection comparison that evaluates your current situation and coverage recommendations
• balance sheet where you can interactively view and model your portfolio
MyLifetime is a free app that you can enjoy on your device or via our website lifetime.myfinancecentre.com. The website provides additional features such as a fully integrated budget planner and concierge services for your financial products.
Have you been invited to the Lifetime Portal by your adviser? If you have, youll have access to a wealth of features that makes your adviser work harder for you, these are:
• receive updates to your portfolio from your adviser where you decide whether to accept or reject the changes
• the ability to share your portfolio with your adviser giving you a higher level of service should your situation change
• live valuations to properties and investment products
• access to your own personal document safe where you can indefinitely store any financial documentation and files safety and securely
• priority messaging to your adviser including a call me now or through Skype
• the Concierge that takes the work out of finding quotes for financial products, obtaining quotes when you need them without the hassle
• budgeting tool that links to your portfolio where you can list your expenses and share with your adviser; extremely useful when applying for a mortgage
MyLifetime and the Lifetime Portal has been created for you by the Lifetime Group and is a completely free service whether you have a financial adviser or not.