INTRODUCING MY WEALTH PORTAL

Your finances at you fingertips!

Already a client of Baggetta & Co?

I’d like to try FREE for a month!

Why My Wealth Portal

Less Paperwork

Forms are auto completed for you. Signing documents just became that much easier and keep organised by uploading all your important documents to one place(e.g. receipts, wills, contracts etc.).

Everything In One Place

All your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans, retail and industry super or your SMSF and much more!

Tax Time Made Easy

With the ability to tag and organise your transactions or allow Baggetta & Co to do it all for you.

Cash Flow Management

Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets.

Full List Of Features

Live data feeds track your property & suburb’s performance.

It’s easy to buy property using the new property tools. With the help of your adviser we can guide you through how much equity you have, find out what you can buy right now and track your progress towards living in your next home!

Convenience Above All Else

"I love the 'Doc Signing' feature, it has made my life so much easier especially in terms of my tax affairs"

Anthony

Security

As an accounting and financial planning firm, Baggetta & Co have the highest standards of security and privacy. For all the details about My Wealth Portals security information, click the link below. 

I’m interested in My Wealth Portal and would like a free month trial!

Is it time for a change?

For more information about the services we provide or to see if Baggetta & Co are a fit for you...

Schedule a free 15 min phone consultation