GET YOUR PERSONAL FINANCES ORGANISED INTO ONE PORTAL… ORANGE FINANCIAL PLANNING’s NEW APP – MYPROSPERITY!!!
Here at Orange Financial Planning, we are beyond excited to announce a new service we are now offering to our clients known as myprosperity! Track your growth and your personal finances in one convenient app. Liaise seamlessly with your financial professionals and kick your financial goals with this outstanding new personal wealth tool.
Say goodbye to emails back and forth with the financial professionals in your life and never knowing exactly where you are up to with your finances. Talk to us at Orange Financial Planning to get your personal finances organised today!
WHAT IS MYPROSPERITY?
Myprosperity is an award-winning collaboration platform for personal wealth used by accountants and planners in conjunction with forward thinking clients. It helps track all your finances in one place, set goals and track them live. The app also stores all your important documents for easy access anywhere at any time.
With live feeds powering balance sheet, cashflow, budgeting and goal setting features, the portal boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners for a holistic, all-in-one approach to personal finance.
WHY DO I NEED MYPROSPERITY IN MY LIFE?
Here at Orange Financial Planning, we believe knowledge is power. This powerful feature packed app effectively allows you to have your finances in your pocket and at your fingertips at any given time. Read on for the top three reasons we think you will see it as an essential financial tool to have in your life…
1. EASY remote document collaboration and sharing!
Ditch the multiple emails, attachments, printing and signing, and bring it all together in one digital solution. Save time with digital forms and e-signatures integrated. Away at the coast for a couple of days and someone urgently needs documents from you? No problem – just jump into the app and send them everything they need. This app really does make managing your finances as easy as a click of a button.
2. Know where all your finances are – at any given time!
You can check on things from anywhere which means you can see if you are hitting your financial goals or not even if you are out on the golf course. By adding in your home, investments, super, car and banking – you can track your spending, set goals, and make tax time a breeze with simple tools to manage your transactions. Myprosperity includes a live balance sheet that is synced to live data feeds across your bank accounts, Super accounts, and investment portfolios to maintain a real-time view of your entire financial position.
3. Store your important documents safely in one place!
Secure document storage is a real concern for most people. Myprosperity allows you to store sensitive documents in one secure place, where you and your trusted financial professional can gain access to them anytime. Documents can even include wills, insurance policies and receipts.
YES – It is time to get your finances sorted!
Never before has it been easier to connect with your financial professional and get your finances working for you. Give us a call at Orange Financial Planning TODAY! We can help get your finances sorted and get online with this highly efficient personal wealth tool.
Download the information pack here.
Looking forward to helping you kick some financial goals!
Contact us today on (02) 5310 4477 or drop us a line HERE!
Scroll down the home page HERE for a short introductory video on myprosperity!
Mitchell Advice Pty Ltd ABN 44 625 356 872 t/as Orange Financial Planning is a Corporate Authorised Representative of Synchron AFS License No 243313. Unless specifically indicated, the information contained is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek personal advice from a financial adviser.
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