admin@jigsawfp.com.au
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02 9532 0478

Secure Document Upload

Safely share your documents with the Jigsaw Financial Planning team

Welcome to the Jigsaw Financial Planning secure document portal.

We understand the importance of keeping your personal and financial information safe. This portal allows you to securely upload documents directly to our team — without the need to send sensitive files via email.

Your documents are encrypted in transit and stored securely in our Microsoft SharePoint environment. Only authorised members of the Jigsaw Financial Planning team can access your uploaded files.

How it works

Uploading your documents is quick and easy:

Step 1
Click the Upload Button

Click the 'Upload Documents Securely' button below to open our secure upload page.

Step 1
Step 2
Enter Your Name
You will be asked to enter your first and last name so we can identify your documents.
Step 2
Step 3
Select Your Files
Choose the file(s) you would like to upload from your computer, phone, or tablet. You can upload multiple files at once.
Step 3
Step 4
Submit
Click 'Upload' and your files will be securely transferred to our team. You will see a confirmation once the upload is complete.
Step 4
Step 1
Step 2
Step 3
Step 4
Click the Upload Button
Click the 'Upload Documents Securely' button below to open our secure upload page.
Enter Your Name
You will be asked to enter your first and last name so we can identify your documents.
Select Your Files
Choose the file(s) you would like to upload from your computer, phone, or tablet. You can upload multiple files at once.
Submit
Click 'Upload' and your files will be securely transferred to our team. You will see a confirmation once the upload is complete.
Upload Documents Securely

Security & Trust Information

Encrypted & Secure

Your files are encrypted during transfer using Microsoft's enterprise-grade security protocols.

Upload Only

You can upload files but cannot view, access, or delete any other documents in our system.

Trusted Platform

Powered by Microsoft SharePoint and Microsoft 365 — the same platform trusted by businesses worldwide.

Accepted File Types & Tips

To help us process your documents efficiently, please keep the following in mind:

  • Accepted formats: PDF, Word (.docx), Excel (.xlsx), JPEG, PNG, and most common file types.
  • File size limit: Individual files should be under 25MB. For larger files, please contact our office directly.
  • File naming: Please name your files clearly (e.g., ‘Smith_Tax_Return_2026.pdf’) so our team can file them correctly.
  • Multiple files: You can upload multiple files in a single session — just select them all at once or upload them one by one.

Need Help

  • 02 9532 0478
  • admin@jigsawfp.com.au
  • Shop 18A, Ground floor 62-70 Allison Crescent, Menai, NSW 2234