Cash Flow Management Service

EGU Wealth Management is pleased to announce that we have partnered with a leading provider of financial services technology, Moneysoft, to offer a new money management service available to all our clients.

Because everyone’s financial situation is different, the ability to meet short, medium and long-term goals is greatly impacted by the capacity to manage money and cash flow effectively.

This new partnership with Moneysoft, will allow you to connect your financial world – your bank accounts, household credit cards, mortgage account, superannuation and all of your other assets (such as vehicles or investment property), to give you a view of your net wealth in one place.

It has many benefits but importantly it will increase the strength of our relationship with you and ability to keep you in a prime position to achieve your financial goals.

Click here to view a short video via our new dedicated page. 

After you have watched this short video, please register on the page for your free trial Moneysoft account.

If you have registered for a Moneysoft account, we will then be in touch shortly to discuss.

As always, if you have any questions, please feel free to contact us.

Ben Wieland (Partner and Senior Financial Adviser) and Ben Widdup (Financial Adviser).

“A truly principled and distinct perspective that makes a meaningful difference to our clients’ financial future”