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How it works……

Primary set up

Get started with your My Prosperity app with our primary onboarding offer.

  • Add up to 4 investment properties
  • Add Superannuation values
  • Add Business valuations
  • Add Motor Vehicle valuations
  • Upload your will, power of attorney + invite your advisor
  • Upload Insurances, set reminders to review + invite your advisor
  • Set Goals to achieve personal wealth
  • Webinar training

Pro set up & training

Take the next step with your personal wealth with our Pro set up & training.

  • Same as primary +++
  • Set up automatic feeds for your assets - property, motor vehicles, superannuation
  • Set up automatic bank feeds - bank accounts, credit cards, loans
  • One on one training on how to automatically set up rules & tax tags on transactions
  • Set goals and link to your cashflow to produce "What if analyses"

Customised set up

For larger wealth portfolios choose a custom set up & training package.

  • Include Primary set up
  • Include Pro set up with training
  • We do it for you approach
  • Monthly, Quarterly or Annual catch up to review your data feeds and document uploads