The My Fortress App has been developed to support clients on their financial journey with My Fortress. The App provides a client with real-time information all year round, allowing clients more clarity on their financial situation with access to real-time net worth data and access to all insurance and superannuation details.
>
View your real-time net worth in the palm of your hands.

Have peace of mind by being able to see all your assets in one place through the My Fortress dashboard or deep dive into super, property, investment, business, liabilities and insurances in further detail.

Generate reports for third parties on the go.

Whether you need a quick summary report of your finances or an in-depth net worth report, the My Fortress app lets you generate both with a click of a button.

<
Store all your documents in one place.

Have all your important financial documents stored securely on the app, so you can access them with ease. You can save your 2020 Income Tax Return, Statement of Advice, Record of Advice, Will, and Enduring Power of Attorney.

<
Update your details easily and view your family tree.

Moved to a new house or changed jobs? No problem, with the My Fortress app you can easily update your details through our Fact Finder feature, you can also add in your family tree and update when necessary.

>

To get exclusive access to the My Fortress app, start your financial journey by booking a free consultation with one of our financial advisers.

© 2019    |   My Fortress Pty Ltd

Privacy Policy.    Terms and Conditions

   ABN 24 625 884 988       AFS Licence 508806

Registered office at 62 Charters Towers Road, Hermit Park, Queensland 4812

The information published on this website is general in nature only. In preparing any advice in this My Fortress Pty Ltd (ACN 625 884 988) has not taken into account any particular persons’ objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.