Skip to content

Personal Finance Portal

New to PFP?
Your Personal Finance Portal – Stay in Control, Anytime The Personal Finance Portal (PFP) gives you secure, 24/7 access to your full financial picture. Available through your financial adviser or mortgage broker, it brings everything together in one place your investments, savings, pensions, and more. You can track your progress towards your goals, view up-to-date portfolio valuations, send and receive documents securely, and message your adviser whenever you need to. No paperwork, no delays just a simple, smarter way to stay connected and in control of your finances. Getting started is easy and only takes a few minutes. Just ask us and we will guide you through it.
App Installed!
You can find PFP amongst your device's Apps.