Making the most of the GDA Personal Finance Portal

Catherine Alexander
Partner and Mortgage & Protection Adviser at GDA

The personal finance portal (PFP) gives you 24/7 access to your portfolio information, it allows you to update information in real time, and send and receive important documents quickly and securely. It provides valuable insights for those who want to look at their finances holistically. The portal utilises open banking, so that you are able to link together both advised and non-advised products in a single centralised hub of secure data. PFP is mobile friendly with versions available on laptops, tablets and phones.

Main Features and Benefits at a Glance

• Secure communication between client and adviser

• View up-to-date valuations for pensions and investments

• Open Banking integration to bring all your finances together

• Secure repository for important documents

• Set and manage your goals

Using PFP as a Secure Repository

You may not have considered that PFP can be used to hold important documents such as Wills and Power of Attorney documents, things that you would want to be easily accessible if you were to be incapacitated or pass away. With PFP you can be assured that your loved ones would have access to these documents at any time by contacting your financial adviser.

It is quick and easy to get started with PFP by going to the GDA website at www.gdafinancialpartners.com and clicking the login button, you will be able to access the portal if you are already set-up, or register for access.

If you have any questions about PFP, or have any problems registering, please do not hesitate to contact the GDA team.

This article isn’t personal advice. If you’re not sure whether a course of action is right for you, ask for financial advice.