Here Wealth Portal

Manage your wealth in one place.

Welcome to your personal wealth portal, where you can manage all of your finances in one place, anywhere, any time. With access to live data feeds, your portal allows you to monitor and manage all of your assets and liabilities in one place.

See your wealth projections, review your financial priorities, access free property valuations and monitor your budgets and spending in one central location.

Xero Setup Service

Perfect for new businesses or those implementing an accounting package
for the first time. Contact us to find out more.

Setup Includes:
Customise chart of accounts
Setup of your bank accounts and initiate bank feeds
Set up and issue logins for all users
Customise your dashboard to your particular needs
Payroll set for up to 5 employees
From $450

Xero Conversion Service

Overwhelmed by the thought of changing accounting software? Let us handle safely migrating all your data from your existing accounting system to Xero.

Setup Includes:
Import your chart of accounts
Bring in opening balances
Bring in prior year comparative balances
Import contacts
Import your accounts receivables & accounts payable
From $800

Xero Training Service

Our training is individualised to support every type of learning and will make sure you are able to utilise all the efficiencies that Xero can provide your business. Our 2-hour training session can be held onsite or in our office.

Key Takeaways
How to navigate Xero
Time saving tips
12 key features you’ll use regularly
Starting at $300

Xero Ongoing Support

Our training is individualised to support every type of learning and will make sure you are able to utilise all the efficiencies that Xero and its add-ons can provide your business.

Our Service
Fast, friendly support
Professional advice
Support for all levels
$100 per month

Xero Integrations & Add-ons

Manage all aspects of your business by activating powerful add-ons for CRM, inventory, timesheets and job management. Ask us about the integrations and add-ons that could work for your business.

Our Service
Integrate Xero with your favourite software
Streamline your workflow
Get the most out of Xero
Price Upon Enquiry