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"My Wealth"  Personal Finance platform pulls no punches

1/10/2013

4 Comments

 
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Recent upgrades to the Commonwealth Bank’s “My  Wealth” platform have made an already powerful personal finance manager even more versatile. My Wealth enables you to build a diverse portfolio of investments including cash, property, shares and super in one place, with all  the resources, guidance and up to date news you will need to
succeed.

My Wealth was originally launched in February  2013 and provides every necessary resource to create and manage your wealth.  Developed following nine months of customer centred design research the platform has been designed to assist navigating the world of  investment.

Here are just some of the advantages and features  of this free service available to CBA customers:
       
Portfolio – Single log-in point to access and manage your wealth in one location.
      
Invest – A wide range of investment opportunities including cash,  superannuation, shares and property.
   
News – The app keeps you totally informed with news insights and  guidance.
   
Communities – Where you can share ideas with like-minded  investors.
     
Watchlist – Allows you to create a dummy portfolio to keep an eye on the performance of companies, suburbs or properties without having to invest a cent.
      
My Wealth Guide – An informative guide acts as a resource to help you navigate the world of investments.
    
Health Check – A compilation of tools to help you check the health of your portfolio in real time.

 Through the platform you can choose to invest in over 200 ASX listed companies, exchange traded-funds or invest in ready-made investment packs. You can also select from a range of cash investment options  including goal saver and term deposits.

If your investment preference is property you can access powerful suburb and property profiles, seek out properties that meet your specific goals or research information from the expert insights and news provided.

With the Essential Super option you can choose  from straightforward life-stage portfolios or invest in a mix of cash and Australian shares.

 The My Wealth platform provides Australians with  a simple, informed process for creating and managing their own financial future.  Featuring an easy-to-use investment platform, property valuations and search  functionality, stock market watch lists, hosted social communities, alongside  financial news and educational features from a dedicated team of in-house  journalists.

 Learn more at the My Wealth Website.

4 Comments
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13/11/2013 08:48:57 am

doing regular exercise is always helpful for all the peoples that is save us from lots of deices blog on "My Wealth" Personal Finance platform pulls no punches thank for posting........

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26/11/2013 02:35:19 pm

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3/4/2014 10:37:28 am



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21/5/2014 10:01:57 am

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    Author

    Elizabeth Wilson has been working in mortgage broking and bank residential lending and management for over 14 years now.

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