Expert Property Wealth Planning
Your Wealth Portal Makes Investing Easier
Whatever financial journey you’re taking with NIA, you will always have complete control over your finances via your own personal advisory Wealth Portal – on computer, phone or tablet.
Dashboards for property, bank accounts, loan repayments, insurance, estate planning and more, connecting all your financial world onto one secure, user-friendly platform.
- One-stop financial view – see all your assets, debts, and cash flow in real time on one screen.
- Secure document storage – keep wills, insurance policies, and financial statements safe and accessible anytime.
- Goal tracking made simple – set personal goals and monitor progress with clear visual reports and insights.
More information about Your Wealth Portal
Your Helpful Resources
Personal Finances on Mobile
Use this flyer to promote the wealth portal app to your busy and/or digitally savvy clients
Portal Features
This general flyer outlines all the key features and benefits of your wealth portal.
Security
This flyer offers a quick overview of how the wealth portal keeps clients’ data secure.
Property
Use this flyer with your property owner clients to promote the portal’s property features.
