Personal Finance Manager

 

Take the first step towards Financial Freedom

One of the most important factors in any sound financial strategy is the ability to properly track cash flow. It goes without saying that stronger cash flow can get you on to the road to financial freedom faster.

All you have to do is get a handle on how much money you’ve got coming in, and how much money you’ve got going out. Keeping track of money may be easy for people who have the time and the skill to create regular financial spread sheets, but how do the rest of us do it? Thankfully, that’s where the Devon Partners Personal Finance Manager (PFM) program can help.

Click the button below to learn more about the PFM journey.

Doing the hard work for you

We have partnered with a leading cloud based cash flow management system, that will help you do away with the shoe box of receipts and put you in control.  The benefits to you are:

SAVE TIME

BE IN CONTROL

CONVENIENCE

  • Consolidated cash flow reporting across all linked bank accounts
  • Set goals and use real data to regularly track progress.
  • Secure access anytime from your mobile devices including smartphone and tablets.
  • Intuitive technology allows you to categorise expenses
  • Financial goal tracking, manage your tax deduction receipts efficiently.
  • Mobile App available

REAL TIME DATA

VIEW ALL YOUR ACCOUNTS IN ONE LOCATION

FEEL SAFE & SECURE

  • Automatic, near real-time collection of balance and transaction information from your linked accounts.
  • You can link and access information for all your accounts in one place.
  • Using the same high-end security and encryption standards used by banks to ensure that your financial information is kept safe and secure.
  • All of which allows you view expenditure and goals within in minutes.
  • Following a simple, once-off set up, your account transactions will automatically update so there is no data gathering required.
  • Also, as it is not a payment gateway, it is not possible for you or anyone else, to move money in or out of your accounts.

Getting Started

Simply register your details here: contactus@devonpartners.com.au and Devon Partners will send your welcome email to help you get started or contact us to discuss our services on 03 8317 0665.

 

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