Andrew Beattie

Director Sydney/Newcastle
PKF, Australia

“We mandate the use of myprosperity to our clients because of the efficiencies it offers in gathering all their financial information in one place. It’s part of our standard offering and clients know that if they want to work with us, they need to be on myprosperity.”

David Simon

Managing Director & Principal Advisor 
Integral Private Wealth

“It used to take our staff up to 5 hours to gather financial information from the relevant third parties in preparation for client meetings. myprosperity has eliminated that time by putting all the information we need at our fingertips.“

Steph Hinds

Head Ninja
Growthwise

“Until myprosperity, we had no way of knowing what was happening in the personal finances of our business clients. Now, we can easily see their “whole of wealth” which really helps position us as a trusted adviser.”

James Solomons

Director
Aptus Accounting & Advisory

“myprosperity offers a non-intrusive way of mapping our clients’ entire financial affairs. It also helps create a constant flow of warm leads by identifying opportunities and gaps within our customer base.”

Sam Cranage

Private Wealth Advisor
Cranage Private Wealth

“Using myprosperity has freed up a lot of our time because we don’t have to chase client data.“

Tim Munro

Director & CEO
Change Accountants & Advisors

“myprosperity will be a game changer for the accounting & wealth advised industry.”

Mel Power

Founder
Bookkeeper Revolution

“myprosperity is one of the biggest opportunities for the bookkeeping industry to develop new revenue streams.”

Tim Henry

Director
Aspire Planning

“It’s been fantastic having clients’ financial information in one place. Clients genuinely love it and the personalised financial reports they get every month really help keep them engaged.“