Freedom and security means something different for each person, so we are dedicated to understanding your goals now and as they change with time, personalising your path to financial freedom through every stage of life.
Using our knowledge and experience we explore the possibilities to recommend the best routes for your journey. Together we design and plan a future that focuses on YOU and your family.
Wealth & Goals
…. annual review to establish where you are and compare it to where you want to be. This is your “Freedom Gap”
Identify & Develop
.…. the tailored personal strategies to grow manage and protect your wealth assets.
Implement the Strategies
…. be they from a formal financial plan or from an informal plan based on your priorities and preferences.
Measure, Monitor & Evaluate
…your actual to planned performance and progress on a regular basis.
Know more about the 4 Step Process that we do for our clients
Let’s meet to discuss your business needs today.
Your finances, sorted with Myprosperity
Myprosperity is a dynamic cloud based personal tool to help motivate, manage and record all aspects of your personal finances and wealth from what you earn, what you spend, your investments & assets as well as what you owe.
It’s perfect for those who need better control by providing a full measure of how you are tracking on your Journey2 Business and Personal Wealth goals and objectives, monitoring cash flow management and budgeting.
What you get includes:
- Real time values of bank accounts, shares and investments, superannuation (most products) and property values and mortgage balances. All connected via direct portal links.
- A place to record and measure financial goals and objectives. Keeping you on track financially to pay off mortgages, increase savings and empower investing.
- Help to balance the budget. It’s a solution to better control your cash flow and expenses.
- A place to store everything – all financial data, records and information, tax returns, insurances, estate planning docs and more.
- Set financial goals and measure your progress with regular automated reports.
- Consolidate to get a handle on your overall wealth and finances from all sources – personal, superannuation and business.
- A financial and wealth health check.
We really believe that Myprosperity will help you develop skills, habits and confidence to manage your money minimize risk and create wealth while providing you with a one stop secure site to consolidate and store every aspect of your financial position and wealth.
So much so that we want you to have the entry level STARTER subscription and 30 minute start up consultation all for FREE.
Want to find out more? Click on the image below.
Get In Touch
We’re ready to help your on your journey. Get in touch for a 30-minute, obligation-free discussion about your business and personal wealth goals, so we can begin planning your journey to financial prosperity.