Do you know your most important financial number?

The most important number when it comes to personal finance isn’t
how much you’re going to need to retire or how well the ASX did last year.

Yes, those numbers are important, but they don’t convey the state of your personal finances.
Knowing your net worth is the single most important financial metric you can track.

This is where we help.

Your Finances, Sorted.

 

 

Personal Wealth Portal Benefits

Everything in one place

Enjoy the benefit of having all your accounts in one place with one login. myprosperity is your personal wealth portal, bringing together all your assets and liabilities conveniently in one place.

Get to know your cashflow

Transactions are automatically categorised so you can easily see where you’re spending money. Automated reports help you monitor your spending. Say goodbye to spreadsheets!

 

No more paper trails

Cut out the paper! Keep your important paperwork and records saved in a single secure location and share your important records easily through our personal wealth portal.

Keep track of your goals

Our personal wealth portal allows you to set, plan, track and manage financial goals and visualise your progress towards achieving. Remember a goal without a plan is just a wish!

 

Property and Vehicle information

Live data feeds and free valuations track the performance of your property and vehicles.

Budget is a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.

 

 

Devices

Interested in our wealth portal?

Contact our advisors today and
learn how we can help you reach your goals.

Let’s Talk

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AUSTRALIA OFFICES:
Adelaide | Ballarat | Belmont | Brisbane| Geelong | Melbourne | Melton | Perth | Shepparton | Sydney | Werribee
NEW ZEALAND OFFICES:
Auckland | Pukekohe
1 800 106 141