When it comes to financial planning, everyone needs a LIFT!

LIFT-Moneyinfo

All your Finances in one Place

Moneyinfo is a fantastic system provided by the LIFT-Financial Group. It provides you with the ability to view all of your financial information in one place, with a single secure login and password. Convenient and simple.

Moneyinfo allows you to view all your bank, credit card, mortgage and loan statements alongside each other, irrespective of whether they are provided by different institutions. You can view your latest transactions, just as if you had logged into your online-banking - and track all your assets and liabilities. There is even the ability to track daily prices on investments and stocks. For the first time, your entire financial life is up-to-date and in one place.

See how you are spending your money

Moneyinfo can track your spending across both your credit cards and bank accounts. Animated pie-charts provide you with a combined view of all your income and spending. You will not only be able to see how much you spend on utilities or eating out - you will be able to see how it changes over time.

Understand your investments

Track your portfolio performance online with regular feeds from the markets and investment providers. The system will even let you estimate the value of your home by tracking housing market trends. Everything to do with money and your assets, in one place.

Summary

Through Moneyinfo we provide you with 24/7 access to all of your financial information so that you can log in whenever you want. It's secure and it's easy to use. Here's a quick recap on what this means for you.

And most importantly...

Please see the video to watch the system in action and download the brochure.