Please enter your username and password below to login to the Secure Area of our website.
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What you'll find in the Secure Client Area...
This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.
For clients using our BankLink service you'll have access to Acclipse CodeIT which enables you to view, code, and add comments to your bank transactions. You can also use your secure area to send us files and documents in a safe, secure environment.
View or download your confidential documents. You will receive an automatic email notification when we upload documents to this area.
You can use this area to securely send documents and files to us.
Give it a try
To view a demonstration of a secure client area, please login using demoarea as the user name and password.
If you would like to register for access please click here.
To be recognised as the advisor of choice and be respected by our peers and the business community
To deliver high quality compliance and business advice to our clients on a platform of great customer service.
The fundamental paradigms that we believe are to provide great customer service, treat people how we would like to be treated, maintain mutual respect for each other, be honest, do the right thing and act with integrity.