Welcome to Informed Financial Planning’s client area.


Client Area – SMARTfund Login

SMARTfund-LogoLogin using the button to the left to access your SMARTfund portfolio. Here you will be able to view online valuations, a transaction history of your portfolio and fund performance. If you have never received login details, please contact us and we will happily provide these for you. Please note, a user guide to navigate the system can be found here.


Client Area – True Potential Account

True-Potential-Logo2

Login using the button to the left to access your True Potential account. Here you will be able to view online valuations for all of your investments, view your fund selection and in some cases, view documentation received in relation to your investments. If you have never received login details, please contact us and we will happily provide these for you.