All of your financials joined together in one place. Anywhere, Any time, right at your fingertips.
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.
Get a live snapshot of your entire financial world
Keep your finances organised: From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Build your A-Team: Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Track your spending: create new habits Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.
Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.
Make smarter decisions: With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.
Stay on target with monthly reports: Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Reach your goals: Planning to retire at 50? Buying a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.