Southport
Members

My Records Ready - Supporting Financial Independence ®

We help people to future-proof their personal money management.

We support busy households to keep their personal finances under control, including into the future when someone else might need to step in.

Our clients stay in control.

We work with them, their household and their existing advisors to reduce risk and complexity, save time and improve outcomes.

Our services include a full daily money management service where we can do everything from organising your bills to maintaining your financial records and tracking net wealth.

We do not provide legal financial or investment advice. We work with our clients and their existing professional relationships. We support our clients to source and maintain the information their advisors need.