Welcome to Rollit Wealth. We put together this quick guide to help you get started with setting up your platform.
Step 1: Reward yourself
Building wealth is great, but it can take a little time to get your head around it. We recommend you start your journey with the REWARDS program.
The rewards program is a simple way to save thousands each year. With discounts on hundreds of products, including Woolies, Dan Murphy's, and Myer - you'll never pay full price again. Go to the REWARDS section to get started.
Step 2: Get super ready
Learning to compare super fund options can feel a little overwhelming. To get started, enter your super fund name in the blue bar at the top of the SUPER FUND section.
As you begin typing a list of super fund investment options will be returned. Select your super fund option from this list.
If you are unsure of your investment option, you can find it on your super fund statement or member online portal. If your fund was selected by your employer, it will typically be a balanced or MySuper investment option.
If you have any trouble finding your super fund or have any questions hit the CHAT button and we will help you through it!
Step 3: Set your fitness tracker
No - not the number of steps you have walked! We're talking about your financial fitness. The YOUR MONEY section provides a single picture of all your money, including bank, super, property and credit cards.
To get started, you need to create a Moneytree account. This is your secure 'vault' where you can safely hook up all your financial accounts to begin automatically tracking your assets, borrowings and spending habits.
It is only once you have authorised Monyetree to share your data with us, that we can activate the YOUR MONEY section of your platform.
Is it safe? The security and privacy of your personal financial data is our highest priority. We will never share your personal financial data with anyone. Not your employer, advertisers or product issuers. No one.
We are here to help
We exist to help Australians get more from their everyday money and superannuation. If you have any questions about using the platform, we are here to help.
You can contact us by hitting the chat icon in your platform.