As a financial adviser in Toowoomba, I regularly ask my clients, "what's the one thing you want to achieve most out of working with me?", I usually get the same sort of answer...
To have more time in the day!
Their reasons vary - spending more time watching the children grow up, travelling more and the list goes on.
Now, while I don't have a time machine, I am continually working on strategies to save people the time they spend on mundane but necessary tasks.
Earlier this year we launched the Edge Lifestyle Manager.
This is a secure online portal where you can sign documents electronically, feed in your financial datafeeds and see your net wealth on a easy to use dashboard.
Plus, our Edge Lifestyle Manager comes with an app for both iPhone and Android so you can have all of that information on demand.
But most importantly, the Edge Lifestyle Manager offers you a secure document storage portal where you can take photos of receipts and upload them direct to the portal. You can give access to professionals (such as your accountant or solicitor) where they can then create their own login and password to access that information without bothering you!
No more scavenging around for missing receipts at tax time, no more of your accountant calling you because you've forgotten to give them an important statement - it's all saved in the one place.
To get a sneak peak of the portal, watch the walkthrough video.
The Edge Lifestyle Manager PRO is available complimentary to all clients with an Edge Ongoing Service Agreement.
A complimentary starter version is available to all new and existing lending clients.