Everything in one place.

With our new MyProsperity service you can be on your way to achieving your goals.  As part of our Client Service Offering our clients are provided with access to thier very own personal wealth portal.  This new service will redefine how you track and manage your financial world.

Property, loans, super, wills, insurance, banking and tax – it’s all together in one place so you can reach your financial goals.

Free wealth check

Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.

Budgets become a breeze

Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.

No more paper trails

Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts,wills,contracts etc) so you’ll never misplace them again. You can also view & manage all your insurance too.

To see more about this service, please watch this Video .  You will be amazed at how easy and efficient it can be.

 

Click for your Quick Start Guide