- Enjoy having all of your accounts in one place with one login- credit cards, bank accounts, home loans, investment loans and more.
- Utilise a broad range of real-time datafeeds including property, superannuation, investments and cars – anywhere, any time, on any device.
- Store and access all of your financial information in one, convenient, online location.
- Connect with your financial professional with one-click access to their full range of professional services.
- Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets.
- Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online.
So what is MyProsperity?
- Enjoy having all of your accounts in one place with one login- credit cards, bank accounts, home loans, investment loans and more.
- Utilise a broad range of real-time datafeeds including property, superannuation, investments and cars – anywhere, any time, on any device.
- Store and access all of your financial information in one, convenient, online location.
- Connect with your financial professional with one-click access to their full range of professional services.
- Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets.
- Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online.
Setup account
email address. Once you’ve located the email, you will then be asked to create a password.
Now you are ready to build your MyProsperity account!
Establish your net worth
Upon logging in you will be taken to your dashboard: this is where you can manage all of your finances.
You start by adding all of your assets and liabilities, including:
- Bank accounts, credit cards and superannuations funds.
- Your home, investment properties, share porfolios, home and contents, motor vehicles, etc.
- Affiliated businesses.
- Home mortgage, car finance and personal loans.
Setting up mycashflow
This tool will automatically categorise all of your transactions, allow you to tag particular transactions and create an instant budget for you.
This unique tracking system will allow you to easily identify your spending habits and allow you to find opportunities to save in areas you never expected.
my financial review
Using the my financial review tool, you can review and decide on any new products or services we have to offer to enhance your wealth!
Contact us NOW to get started
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