Welcome to Hoxton Wealth, the new home of Hoxton Capital

Stay Updated, Stay In Control

The Account Synchronisation feature within WealthFlow lets you refresh your assets daily to reflect changes in your bank and investment accounts, stocks, crypto, or other assets. Your financial portfolio is constantly evolving, and now your WealthFlow can keep up with the pace.


Introducing Account Synchronisation

This feature is designed to keep your financial data correct and up to date for your WealthFlow view, always giving you a complete and clear picture of your current and future finances. Whether markets experience shifts, your stocks fluctuate, or you add new accounts and assets like crypto or other investments, the changes are reflected into your WealthFlow. 

With this level of precision, you can confidently analyse your portfolio, track progress toward your goals, and make well-informed decisions with ease 

See Account Synchronisation in Action

Account Synchronisation

Start Planning Today

WealthFlow Updates

Automatically synchronise your accounts within WealthFlow to reflect their values today, to capture and balance or value changes across your accounts and investments instantly, all in one place. 

Real-Time Accuracy

Your portfolio of assets refreshes automatically, delivering the real-time accuracy you need to make smarter financial projections and choices. 

Stay Ahead

With exact, real-time data, you can adapt your WealthFlow to react to changes in your asset portfolio, know exactly where you stand, and make informed decisions to stay on track toward your financial goals 

Take Control of Your Investments Today

With the Account Synchronisation feature, managing, planning and visualising your finances becomes effortless. Synchronise your assets to keep your portfolio values updated within WealthFlow to accept the latest changes in account balances, stocks, crypto, or other investments. Keep WealthFlow informed on your portfolio adjustments, enabling proactive, well-informed decisions. This real-time accuracy gives you confidence in planning your financial journey with a clear, current view of your investments and how they will deliver income. 

Take the Guesswork Out of Long-Term Planning

With the Account Synchronisation feature, you’ll feel more confident in understanding your investments and staying informed about portfolio changes. This feature simply helps you keep clarity and control over your financial goals once you have defined them.

The Account Synchronisation feature is an integral part of our comprehensive approach to visualising your WealthFlow. By providing real-time updates on the values of your assets, it ensures that both you (and your adviser if you have one) have accurate, actionable insights into your current and future financial position. With this tool seamlessly integrated into your wealth planning process, you can make informed decisions that align perfectly with your long-term aspirations.


See How Account Synchronisation Transforms Financial Planning

“Michael Yuille has been great to work with in planning my retirement. He's been very attentive and offers sound financial advice. Michael's assistant, Strawberry Palacio, has been helpful with good communication and assisting me in establishing my account.”

A Webster

08, May

“I want to recommend Hoxton and in particular, Bernadeth Tagadtad and Bhavin Vaja who have helped me transfer my UK pension to Australia. It was a long and complex process and I could not have managed without them. They did everything possible to make the process run as smoothly as it could.”

J Ross

08, May

“Two years plus with Rob of Hoxton Wealth has provided dividends in the value of my pension. I have found Rob and Lea most friendly, capable and efficient”

T Moore

06, May

“I have been working with Richard Cawley and Lalith Mangalarapu at Hoxton for the last few months on the best way as an Australian citizen to access my US401K plan. They have listened, understood what I'm after, given great advice and suggestions and put me in touch with tax experts as well. I spoke to quite a few other firms before finding Hoxton, and I did not progress those conversations. Richard and Lalith are very easy to get along with and I feel we work well together as a team.”

B Moncrieff

05, May

Take Charge of Your Financial Future with WealthFlow

Explore how WealthFlow can help you plan for financial independence and achieve your life goals. Download the app or speak to an advisor today.