We’re pleased to share the Hendrie Financial Planning Portal has been activated. This secure platform allows you to view important documents, portfolio data and communicate with your Financial Adviser.

You can click here to log in to your portal, or copy and paste the address below into your browser:

https://hendrie.myfinance-hub.com.au/core/login

Client Portal Guide

Getting Started

You will receive two separate emails from us:

• One with your User ID

• One with your temporary password

Logging In for the First Time

1. Go to the client portal login page
2. Enter your User ID and temporary password
3. Select Log In
4. Follow the prompts to:
   • Create a new secure password
   • Set up security questions

💡 Tip: Save the portal link and your User ID for easy access in the future

Viewing Documents & Messages

• Log in to the portal
• Open the relevant message or document

• Download documents as required

Uploading Documents or Sending a Message

Uploading a document

1. Open the relevant message
2. Scroll to the bottom and select Reply
3. Attach your document
4. Select Send a message

Sending a new message

1. Select Compose in the portal
2. Enter your message and attach any documents if required.
3. Select Send

Forgot Your Login Details?

Forgotten Username

1. On the login page, select Help with logging in
2. Under Forgotten Username, enter your email address and date of birth
3. Select Send me my username

Forgotten Password

1. On the login page, select Help with logging in
2. Under Forgotten Password, enter your User ID
3. Select Send me a temporary reset code
4. Follow the prompts to set a new password

Need Help?

If you need assistance at any time, please contact our office — we’re happy to help.