Manage your cashflow

Start your very own Myprosperity account and begin taking control of your cashflow

Login to 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.

Start my own Wealth Portal NOW

Login to MyProsperity

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.

Start my own Wealth Portal NOW

9

Setup account

We will send you an invitation to your preferred
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!

9

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.

9

Setting up mycashflow

By utilising the linked live bank feeds from your banking instiututions, you can see the full benefits of 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.

9

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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MINIMISE YOUR PERSONAL TAX

Apr 9, 2019

TAX PLANNING GUIDE Now's the time to review what strategies you can use to minimise your tax before 30 June 2019. Imagine what you could do with tax saved? Reduce your home loan Top up your super Have a holiday Deposit for an Investment Property Upgrade your Car ...