Client Area

Access your client area

Click the below to view your Personal Finance Portal, where you can access all your finances in one place.

If you have not yet registered for your PFP, you can do so through the button below.

Personal Finance Portal

Make the Most of Your Personal Finance Portal

As a valued client, we want to ensure you’re getting the full benefit of our Personal Finance Portal (PFP). This secure hub brings together all your financial information in one place, giving you instant access to the documents and valuations you need, whenever you need them. With your PFP, you can:

Message us securely - reach out directly through the platform, knowing every conversation is fully encrypted and private.

Store and access documents - keep all your financial documents safe in one secure online vault, with automatic backup for extra peace of mind.

Stay on top of your portfolio - view up-to-date plan values (subject to provider updates), monitor investment performance, and track your progress toward financial goals — all in one place.

PFP User Guide

Click the buttons below to visit the customer login area for each provider.

If you are unsure of your login details or need an account creating, please contact us and we will get you set up.

By clicking on the icons below, you are about to leave the website of Informed Financial Planning and view content of an external site. Informed Financial Planning cannot be held resposible for the content of external websites.

Need more info?

What We Do