myprosperity
  • Why myprosperity
  • Features
    • For Financial Advisers
    • For Accountants
    • For Individuals
    • For Bookkeepers
    • Finance for kids: Kwidz
  • Get Started
    • Pricing
    • Become a Partner
  • Testimonials
  • About Us
Select Page
SIGN UP
LOGIN
Win a $12,900 Marketing Makeover from Bizink!

Win a $12,900 Marketing Makeover from Bizink!

by myprosperity | May 29, 2018 | Blog, Client offers, Partner profile |

Our 2018 Roadshow Connected Innovation kicks off this Wednesday in beautiful Adelaide and we couldn’t be more excited. There will be great coffee, great content, and of course – a great giveaway thanks to the fabulous team at Bizink. Bizink specialises in...
True innovation is not just in the technology, but also in the advice

True innovation is not just in the technology, but also in the advice

by myprosperity | Aug 15, 2017 | Blog, Partner profile |

Pictured: Chris Ridd, Shane Mitchell and Matthew Green Conrad Francis and Shane Mitchell are directors of Perth based financial planning firm, Inspired Money. We were lucky enough to catch up with them to discuss their thoughts around technology in the financial...
myprosperity becomes integral part of leading advisory firm

myprosperity becomes integral part of leading advisory firm

by myprosperity | Feb 28, 2017 | Blog, Partner profile |

myprosperity has partnered with highly lauded advisory firm, Cranage Private Wealth. myprosperity MD, Peter McCarthy, previously an adviser himself, couldn’t be more pleased.   “I’m extremely excited to be working with a such an outstanding firm that is sure to...
Wealthmed – assisting medical professionals with financial advice

Wealthmed – assisting medical professionals with financial advice

by myprosperity | Dec 21, 2016 | Blog, Partner profile |

myprosperity partner, Wealthmed, an integrated advice firm on the Sunshine Coast, discuss how they help their clients by leveraging the benefits of technology. Medical professionals and financial assistance are two things you would not readily associate with one...
High performance firm embraces technology

High performance firm embraces technology

by myprosperity | Nov 22, 2016 | Blog, Featured, Partner profile |

We caught up with 5 Financial to find out how technology like the myprosperity platform has helped drive the firm’s extraordinary growth. 5 Financial, an integrated financial planning and accounting firm in Sydney, has had a lot to celebrate of late. Recently,...
Financial planner enhances advice with Life Vision program

Financial planner enhances advice with Life Vision program

by myprosperity | Nov 8, 2016 | Blog, Featured, Partner profile |

We sat down with myprosperity partner Tim Henry to discuss his company’s strategy to help his clients develop a clear life vision, which is used to better align their finances with their personal beliefs and ambitions.   Tim Henry is a financial adviser and owner...

Recent updates

  • Blog: myprosperity takes to the slopes
  • From the CEO: August 2018
  • Meet the Team: Joseph Eskander
  • Marketing Masters Webinar Episode #1: Introduction to Digital Marketing
  • Interview with Mel Power – Championing the value of bookkeeping

Categories

  • Blog
  • Client offers
  • Featured
  • From the CEO
  • Meet the team
  • News
  • Partner profile
  • Product Updates
  • Upcoming events

Tags

Accountants BDM Chris Ridd Financial Advice Financial Planners Financial Planning Fintech Meet the team Sales Team

© myprosperity. All rights reserved Terms | Privacy

  • Follow Us

This site uses cookies to improve your experience.

My settings
FacebookGoogle Analytics – Anonymous usage statistics

Privacy Settings

This site uses functional cookies and external scripts to improve your experience. Which cookies and scripts are used and how they impact your visit is specified on the left. You may change your settings at any time. Your choices will not impact your visit.

NOTE: These settings will only apply to the browser and device you are currently using.

Facebook

Integration with the Facebook API for marketing purposes.
More information can be found at https://www.facebook.com/policies/cookies/

Google Analytics – Anonymous usage statistics

Used for monitoring and feedback, these statistics helps us identify which browsers and users are using the site the most and who is having the most difficulty. This helps us know which areas to focus on. These statistics include the browser type and version, screen resolution and viewport size, country of origin and time an day of browsing session.

Save my settings