At Condies Wealth Strategies Ltd data security is one of our utmost priorities. The Personal Finance Portal (PFP) is a service available via your financial adviser or mortgage broker. We use the portal as a way of securely sharing documents and messages with you rather than by email or post, which is increasingly vulnerable to interception. PFP also enables you to view your financial portfolio with up to date values (subject to provider frequency) in an instant.
Please do not hesitate to get in touch if you are having issuing accessing the portal.
Get the App
To install, tap
and choose
add_box Add to Home Screen
add_box Add to Home Screen
If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
located in the top right corner and choose
'Add Automatically'
Browsers
check_circle_outline
App Installed!
You can find PFP amongst your device's Apps.