Testimnials

What the industry is saying about myprosperity

Testimnials

What the industry is saying about myprosperity

Tim Munro

Director & CEO
Change Accountants & Advisors

Tim Munro

Director & CEO
Change Accountants & Advisors

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

“Over the years we’ve tried various software products to assist with tracking and managing our personal wealth clients. In every case these solutions have been too narrow in focus and have fallen short. myprosperity is the first platform we’ve come across that delivers a complete solution in this space and in my opinion will be a game-changer for the accounting and wealth advised industry. We are now in the process of putting all of our clients onto our Change Accountant’s Personal Wealth Portal powered by myprosperity. Our clients love how easy it is to use, and the inclusion of a free mobile app makes tax time a breeze for them. Having all of our client’s A&L information always available in realtime makes everything we do more precise for our clients, and we’ll never have to bother them again to get updated information.”

Sam Cranage

Private Wealth Advisor
Cranage Private Wealth

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”

“Before myprosperity, it used to be difficult to gather financial information on our wealth advised clients because their information was all over the place. We had to source data from multiple locations, print it off and review it before seeing a client. On top of that, there was no way to verify that the information given to you by your client was accurate. You simply can’t provide the best advice if the data is not up to date. Using myprosperity has freed up a lot of our time because we don’t have to chase data. It also helps us service our clients better – before we often went into meetings blind, but now we can look over a client’s net position with real time data before we see them. Now we can be much more proactive with our clients, rather than reactive.”

Mel Power

Founder,
Bookkeeper Revolution

Mel Power

Founder,
Bookkeeper Revolution

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

“myprosperity is by far the best platform I’ve come across for helping individuals and households to get their finances in order, and using bookkeepers/Bas Agents in Australia to get clients setup makes perfect sense. As the Bookkeeping industry continues to experience rapid change, the ability to offer new services to clients is vital to future proofing our business. Adding personal finances into our repertoire is an obvious inclusion and represents a huge untapped market. I think myprosperity is one of the biggest opportunities for our industry to develop new revenue streams over the next few years.”

Andrew Conway

CEO,
Institute of Public Accountants

Andrew Conway

CEO,
Institute of Public Accountants

“I am convinced that myprosperity can power the transformation of the client/public accounting relationship”

“The IPA is very excited to welcome myprosperity as a strategic partner. Having seen myprosperity in detail I am convinced that it can power the transformation of the client/Public Accountant relationship. The ability to provide real time, bespoke information to clients on their personal financial position will greatly assist informed decisions and a much deeper relationship between Public Accountants and their clients. At the IPA we have worked very hard to refine our member service offering to ‘improve the quality of life of small business’ and it is really exciting to partner with myprosperity, a company that shares that belief.”