All of your financials joined together in the one place. Anywhere, Any time, right at your finger tips.
Discover what it means to get your financial world sorted. Add your home, investment properties and car, then connect your superannuation, investments and bank accounts. MyProsperity allows you to store important documents such as Wills, insurance policies and receipts to keep on record.
The benefits of the MyProsperity wealth portal include:
- Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment loans and so much more to easily track and manage your finances.
- Always up to date: The portal provides live property and investment data feeds for not just your personal assets but also entities including self managed superannuation funds.
- Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
- Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.
- Access at your fingertips: access your wealth portal through your desktop computer, tablet/iPad or mobile phone so you’ll always be able to control your finances.
Want to know more?
Managing property – Managing your property has never been easier. Adding your home or investment property to your personal wealth portal helps provide you with a complete picture of your financial world. Click here for more details.
Digital document signing – Go paperless with digital document signing. Digital signatures are a quick, easy and secure way to sign important documents from your adviser. Click here more for information.
Kwidz – the finance app for kids! – Teach your kids the value of money with an app that helps them manage their pocket money, complete chores, and celebrate reaching their goals. Click here for more details.
See how it works