Many of our clients are making great use of ‘Your Wealth Portal’, powered by the myprosperity platform.
This online tool makes it easy to keep on top of your finances by providing up-to-date data on your credit cards, bank accounts, home loans, investments, property, super and more.
We’ve been very impressed with the platform to date, and soon we plan to introduce its digital document signing capability. This will be a huge help for clients – especially those who live some distance from our office – and it should also make it faster for our team to organise and implement our clients’ financial strategies. (More about this coming soon!)
In its inaugural newsletter, our Head of Wealth Management, Jason Petersen, spoke about the benefits the Wealth Portal offers. You can see him here on page one:
We are constantly looking for ways to leverage the power of technology to improve our clients’ experience and to continue to expand the value we offer.
If you have any questions about the Wealth Portal, or how we can assist you in growing your wealth, please don’t hesitate to contact me.