MyKuberaWealth

MyKuberaWealth is an invaluable tool provided by Kubera Wealth that gives you a complete picture of your financial life.

Think of it as your digital life and financial filing cabinet. All of your life planning, financial governance, investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with the safe storage of all of the associated paperwork.

One place for everything life and financial.

Here are just a few of the benefits you will enjoy from MyKuberaWealth -

A digital hub enabling simple and secure communication between you and your Life and Wealth Management team.

A simple way to view our regular updates and educational video content.

A place to store and track your Life Planning work throughout the year and look back at the progress you have made.

Having all of your financial information in one place. Giving you total peace of mind because let’s imagine if something were to happen to you… wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants?

Simple net worth page so you can see at a glance a complete picture of your wealth.

Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals.

Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most.

From a single investment to an extensive investment portfolio; MyKuberaWealth makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

MyKuberaWealth makes understanding and keeping track of your money and your financial life both easy and safe.

MyKuberaWealth is ONLY available to the clients of Kubera Wealth. If you don't already have access to your own MyKuberaWealth account, please contact the team at my@kuberawealth.co.uk.