Become financially fit and healthy, with myprosperity
It’s a web based ‘platform and APP’ to help motivate, manage and record all aspects of your finances and wealth.
It’s perfect for monitoring cash flow management and budgeting (great for those who need better control here).
Also brilliant for those that just want to have an easier and simpler way of tracking their finances.
It is the perfect tool for those seeking;
- Help to balance the budget. It’s a solution to better control your cash flow and expenses.
- A place to store all financial data, records and information, tax returns, insurances, estate planning docs……. everything.
- You get Real time values of bank accounts, shares and investments, superannuation (most products) and property values and mortgage balances. Done via direct portal links.
- A place to record and measure financial goals and objectives. Keeping you on track financially to pay off mortgage, savings and investing.
What’s better it is secure and great value for money.
One reason people resist change is because they focus on what they have to give up, instead of what they have to gain.
– John Assaraf
What We Provide
You can just purchase myprosperity tool or it can be packaged with tailored advice.
Our tailored advice and planning services include;
- Investing and wealth creation guidance and recommendations.
- Insurance and wealth protection.
- Lending (home investment) and solutions on how to clear your mortgage sooner.
- Retirement planning and wealth creation.
- Investing and tax management.
Who Is It For?
At a minimum this service will provide skills, habits and confidence to manage your money along with education of how to minimize risk and create wealth.
Used to its optimum, our tailored services provide a one stop secure site for you to store every aspect of your financial position.
Providing a full measure of how you are tracking to your financial goals and objectives. Combining with our Retirement and Wealth projections and review services you will have complete confidence in knowing all your financial objectives are on track. It is also possible to allow other professional advisers to have access to some of this data- bank manager, accountant, lawyer, estate executor.
Call us 07 40 41 20 55 or click below, to discuss how we can assist you. The first conversation is on us!
Your complimentary initial meeting is obligation free and a great opportunity to meet our Planners and discuss your goals.
Both Planners have been specializing in helping clients retire for over 20 years.
Come in for a chat……we’d love to meet with you.