MyOvation

The MyOvation app is a service provided by Ovation Finance and powered by Moneyinfo that gives you a complete picture of your financial life.

An important step to Financial Wellbeing is control of your finances. If you understand your financial situation you can consider how your spending can be used to maximise wellbeing.

Your MyOvation app will bring you clarity with one secure place for everything financial. All your investments, savings, pensions, insurance, banking, credit cards and property can be tracked together along with all the associated paperwork.

Here’s a few of the things your MyOvation app can help you with –

• Everything summarised. From a single investment to an extensive investment portfolio; your MyOvation app makes it simple to understand how your investments are doing with daily valuations, share and fund prices.

• Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time.

• Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial objectives.

• Storing all your important documents, including insurance certificates, to simplify finding financial information when you need it most.

• Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

• Communication with the Ovation Team. Personal data can be exchanged securely, and notifications can be enabled to alert you when important messages or documents are waiting to be read.

• Having all your financial information in one place. Not only providing you with peace of mind, but security for loved ones if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependents?

Your My Ovation app makes Financial Wellbeing that much easier when you are in control and can easily understand and safely keep track of your money all in one place.

The MyOvation app is available to clients of Ovation Finance. If you want access to your own MyOvation account, contact the team and we’ll be happy to set you up!