At CXC Financial Partners we understand that one solution doesn’t fit all. We understand that, although some may be searching for a way to track their progress, others may simply be time poor. Many may be searching for some financial expertise in a Wealth Coach.
We have provided three options so you can choose what services you need and when.
The Discover package allows you to explore the platform and understand how using myVAULT can put you back in control of your financial life. You can input your assets and liabilities, add cash-flow manually and track your progress using the reporting feature.
With DISCOVER you will know your exact financial position and have a great idea of your financial potential.
$0 per month
- Access via the Free download and mobile App
- Static online Home and vehicle valuations using RP Data and Redbook
- ASX listed shares
- Monthly reporting capacity
- Manual cashflow transactions
When you upgrade to CONTROL, that is exactly what you receive. Control over your financial life. You receive up to date visibility over your personal cashflow. Active datafeeds and expense tracking mean that you know exactly where you money is going at all times. A bonus 1GB of document storage keeps everything in the one place. Control gives you access to exclusive goal setting and budgeting tools, which will mean that achieving that property purchase, ideal holiday, or major life event is no longer a dream, it’s a reality. That’s why Control is our most popular package.
$29.95 per month
- All the benefits of the Discover package plus loads more:
- Real time live bank feeds of all accounts, loans and credit facilities inc expense tracking technology
- Live ASX data feeds
- Real time home and vehicle valuations using RP Data and Redbook
- A range of tools and calculators to make goal setting and budgeting simple
- 1GB of personal Cloud Storage
- E-Sign facility for important documents
- Vehicle Log Book Services
You’re ready for GROWTH, you understand that having a personal wealth coach will supercharge your future. Your quarterly accountability and tracking sessions will provide tailored insights on your progress and general advice to keep you focussed on what’s important. Analysis of your reports and bonus complimentary services will ensure you are activating your prosperity.
$99.95 per month
- Everything from our Discover and Control packages plus…
- A Personal wealth coach!
- Personalised assistance with onboarding
- Quarterly live online wealth coach meetings – keeping you accountable to the goals you set!
- Build your personal myVAULT team of professionals from the CXC Financial Partners teams
- Tailored insights into your cashflow
- Budgeting assistance
- General financial advice
- Complimentary Super and Insurance review