MYPROSPERITY

You’ve decided that you’ve had enough of feeling guilty and completely lost when it comes managing finances, so you’ve decided something needs to change. Congratulations, you’ve just nailed the first step of changing your financial situation. The next step is about forming some ground habits, (not rules) as Frank Hal Crane said,

‘Habits are safer than rules; you don’t have to watch them. And you don’t have to keep them either. They keep you.’

Next you’re probably wondering how you’re going to be able to manage your entire financial world, set budgets and cashflow goals, while still juggling your day to day life? That’s where our new client portal and mobile app ‘ myprosperity’ could be the key tool for you to form better habits and change the way you manage your wealth. Check out myprosperity’s key features below and flick us a email or call us on 03 5561 5180. GOOD LUCK!

EVERYTHING IN THE ONE PLACE!

All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.

ALL THE LATEST DATA

partners with Australia’s leading data provides to ensure that your information is always up to date!

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PROPERTY DOWN PAT

Live data feeds track your property & suburb’s performance.

KNOW YOUR VEHICLE

Receive free valuations & performance ratings on your vehicle.

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BUILD YOUR A-TEAM

Give guest assess to your accountant, property manager or even your lawyer & select what they can view / control.

TIME TO BUY PROPERTY?

It’s easy to buy property using the new property tools. Discover how much equity you have, find out what you can buy right now and track your progress towards living in your next home! In just minutes you’ll be able to realise your property dreams.

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MANAGE YOUR PROPERTY

Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special property commands to help you manage your property effectively.

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.

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WEALTH SNAPSHOTS

Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.

AUTO CATEGORISATION

Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise & manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.

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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 (e.g receipts, wills, contracts etc.) so you’ll never misplace them again. You can also view & manage all your insurance too.

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TAX TIME? PIECE OF CAKE

With the ability to tag & filter transactions as tax items, upload receipts & documents or allow your accountant to access your account to do it all for you…end of financial year just got easier.

STAY IN CONTROL

Set & receive notifications, goals & use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator let’s you visually watch your money grow.

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ALL DEVICES, ALL THE TIME

Whether you’re on your desktop, tablet or smart phone, you’ll have assess whenever you need it, 24/7.

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