News & Blog

News & Blog

Discover business updates & industry insights

 

 

myprosperity and IPA partnership to transform the personal wealth industry

We recently announced that myprosperity has partnered with the Institute of Public Accountants (IPA) and I’m very excited to be planning a range of joint activities as we seek to bring new opportunities to the personal wealth industry.

Read more

 

myprosperity and IPA partnership to transform the personal wealth industry

We recently announced that myprosperity has partnered with the Institute of Public Accountants (IPA) and I’m very excited to be planning a range of joint activities as we seek to bring new opportunities to the personal wealth industry.

Read more

New revenue stream for bookkeepers in the cloud

Whilst these manual bookkeeping services are being superseded by the vastly more efficient hand of artificial intelligence, other revenue streams are arising for the bookkeeper - and ironically, it is cloud computing itself that is opening up these new opportunities."...

Join me for a game changing event

There isn’t a product like this that manages a client’s financial world. myprosperity fills a huge gap in the adviser market and could become the Xero of personal finance. There’s a fair amount of excitement brewing at mypropersity HQ as we finalise the plans for the...

My appointment: from customer to CEO

I’m really excited about the opportunity to help take myprosperity to a whole new level. I’m thrilled to be writing this blog as the newly appointed CEO of myprosperity. Following a 5-year spell at Xero, and having spent the last 12 months in the startup wilderness,...

Women in finance – Amanda Cassar

"There is still a long road to correcting the gender disparity that’s present in the finance sector." Amanda Cassar is the Adviser Director at Wealth Planning Partners on the Gold Coast, but when she started her career, she had never heard of a financial planner....

Trusted or dusted: what kind of adviser are you?

Go onto any financial firm’s website and you’ll hear rhetoric that is all too familiar – “we are trusted advisers.” The term seems a little diluted when everyone is saying it. So, ask yourself: are you REALLY a trusted adviser? And I don’t mean are you a trustworthy...

High performance firm embraces technology

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, it was...