Online Education
MyProsperity
Every client we engage with will have access to a subscription with MyProsperity.
Track your finances at home and on the go with our mobile app:
Get a live snapshot of
your entire financial world
Keep track of everything you own
and owe with a live view of your
personal finances.
Use smart money tracking
for better budgeting
Stay on top of your money with
auto-categorised transactions
and monthly budget reports.
Save time with
productivity tools
From managing documents to
organising to-dos, your portal is
packed with tools to make your
financial life easier.
Get easy access to your
finance professionals
Connect with your adviser,
accountant and property
manager for easy access
when you need them!
Track your success and
reach your goals
Whether you’re buying a property
or saving to start a family, track
your progress with financial goals.