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Serving our clients for more than 25 years
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Trusted to deliver peace of mind solutions
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Wealth Portal

The WPS Wealth Portal provides our clients a secure environment in which they can interact on various aspects relating to the management of their investment and risk portfolios as well as providing a store for important documents.


Click on the button below to log in.

By logging in, you agree to the terms and conditions of use


To request login details for the WPS Wealth Portal, please email and your login details will be assigned to you.

You will receive an email with your log-in name and a text message with your password. When you log-in for the first time you will be prompted to create your own secure password.


Kindly contact your financial advisor or email


The WPS Wealth Portal provides you access to the following features:

Investment Portfolio

Values and transactions in respect of your Investments under advice by WPS are updated daily. These figures will not be updated on weekends, public holidays or during our annual December shutdown.

Risk Products

Benefits in respect of your risk products under advice by WPS are updated periodically and the most recent update is available online.

Documents and Reports

Copies of all material and relevant documentation signed you and, most importantly, the records of the advice we have made are constantly available. You are able to view or download and save copies at any time.

My Details

You can update your basic information – Personal Details, Contact Information and Residential Address.

Let us contact you

Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.

What are you interested in knowing more about?