Milenia

Maximise your financial position with Milenia’s bespoke personal wealth portal.
In liaison with your dedicated and trusted team at Milenia, your personal wealth portal allows you to view your net
financial position, create budgets, set goals and store all of your important personal and financial documentation in one
secure place.
Highlights of the Milenia personal wealth portal include the following:
- Synchronisation of your assets and liabilities to understand your financial position at all times.
- Creation of budgets, tracking of spending and management of your cashflow.
- Setting of financial goals and accurate measurement of your success toward these goals.
- Storage of your important documents securely in the cloud.
- Secure and instant liaison and support services with your trusted team and advisers at Milenia.
- Ability to provide guest access to trusted family members and additional service practitioners such as your
Accountant/Bookkeeper.
- Save significant time when collating your taxation records with a purpose-built vehicle logbook, tax tagging and more.
The Milenia Personal Wealth Portal is available on desktop and as a specifically designed mobile app exclusively for
clients of Milenia.