Personal Wealth Portal

Get in control of your finances 

Through Quartz you can access a personal finance application that can support your financial goals and offers real-time updates. Equipped with a suite of critical personal finance management tools, the Quartz Prosperity Portal has the right features to help you reach your short and longer terms goals.   

Set yourself up for success with the portal’s powerful organisation, analytics & collaboration tools.  

Keep Your Finances Organised: From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.

  

Track Your Spending, Create New Habits: Whether you’re spending too much on coffee or shoes, this tool helps manage spending with easy to use cashflow and budgeting features.  

Make Smarter Decisions: With powerful reports and purpose-built wizards, the portal is full of features to help make managing your finances a breeze.  

Stay on Target with Monthly Reports: Stay on top of your goals with monthly health checks delivered to your inbox. Get updates on your budgets and goals.  

Build Your A-Team: Invite family members and professionals, like your lawyer, to collaborate. Assign permissions to control what they can view or change. 

 

Reach your Goals: Looking to purchase property? Wanting to make working optional at 50? Creating a legacy for your family? Whatever your goals, the wealth portal can help you get there.   

Register Your Interest

Our people

Anna Robinson, BA 

Adviser, General Manager

FSP778076

Mark Humphrey, BA 

Adviser

FSP549007

CONTACT INFO 

Level 3‚ 159 Hurstmere Road, Takapuna, Auckland 0622  

+64 9 486 9785 | [email protected]

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