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Resources on our site to help you and your family.

  Not all of you want the same thing so we offer a comprehensive range of resources at no extra cost.  The end result is for us to help you better attain your financial goals and our website will help.

       

 

24/7 access to website based tools you; your family (all younger people need to start down the savings path as soon as they can); your friends; colleagues and associates can all benefit from.*

  • Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
     
  • Research your questions at the ATO and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Centrelink, etc.  Then discuss your questions with your Planner.  Use eWombat for doing this research, type in keywords or phrases.
     
  • Your information is private and confidential and should be treated that way.  Using Secure File transfer means your information and Plans are encrypted when sent in either direction.
  • Portfolio logins.  Utilise the ability to login to your Portfolio 24/7 to see how it is going compared to your Plans.
     
  • Online forms.  More and more forms are now website based versions to save time and effort with printing and posting.  By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
     
  • ASX Prices and Charts.  Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on.  All such information is, though, delayed by 20 minutes. 
     
  • Latest News.  All sites have an up-to-date news feed that reflects issues of interest to you, their clients.
     
  • Many sites also have an information ticker that displays more articles chosen with your interests in mind.  Just click on an article to read more.

* Not all services are on every planner’s website but most are.

 

Citadel Wealth Solutions Pty Ltd is a Corporate Authorised Representative No. 343035 of Professional Investment Services Pty. Ltd.
ABN 11 074 608 558

Australian Financial Services License No. 234951
Ph: 1300 557 598