BlueRock
BlueRock is an entrepreneurial advisory firm of 11 specialised divisions that work together to support their clients in every aspect of business.
SERVICES
Accounting
Law
Private Wealth
Finance
Insurace
TECH STACK
XPlan
myprosperity
APS
Infinity Law
Podium
Docusign
“The myprosperity app is slick, which gives us confidence in providing a mobile experience that we can be proud of. It puts everything in one place for the client and offers peace of mind.”

Dean Godfrey

COO
PKF
PKF Australia is a group of like-minded, independent firms focused on providing quality service to decision makers in business. PKF in Australia has 94 partners and 750 staff located throughout Australia.
SERVICES

Business Advisory

Tax

Auditing

SMSF

Corporate Financing

TECH STACK

Greatsoft

myprosperity

XPlan

Netsuite

Xero Practice Manager

FYI Docs

“We want to streamline everything that we do across the business. A big part of that is using technology to facilitate the capture and storage of current client data, with systems doing the heavy lifting and eliminating double-handling of that data.”

Steven Meyn

Managing Director
Sayers

Sayers takes a multi-family office approach to advising clients, looking at the entire needs of the client around their wealth, from the Family Business, to Private Equity, Family Governance & Advisory.

SERVICES
Accounting
Law
Private Wealth
Finance
Insurace
Tax
TECH STACK
XPlan
myprosperity
APS
Infinity Law
Podium
Docusign

The customisation process is seamless, and the service and turnaround times f rom the MyProsperity team has been outstanding. The care and service that myprosperity have provided is the benchmark for working with forward thinking software organisations.

Neville Azzopardi

Founding Partner & CEO
Grimsey
Grimsey is a highly respected financial planning firm with over 30 years experience, and offices in both Melbourne and Sydney.
SERVICES

Wealth

Tax

Reporting

SMSF

Estates

Risk Protection

TECH STACK
XPlan
myprosperity

Xero Practice Manager

Salesforce

Macquarie

Class Super

“myprosperity is now the single most critical technology platform in our business to achieve growth and our strategy is to have 100% of clients using it.”

Daniel Stefanetti

Director
Integral
Integral Private Wealth are renowned for providing superior service, transparent relationships and a focus on achieving outstanding results with professionalism and quality at the centre of everything they do.
SERVICES

Investments

Asset Service

Cashflow

Budgeting

SMSF

Tax
TECH STACK

AdvisorLogic

myprosperity

Xero Practice Manager

Class Super

Lonsec

“In the past, it would take us 5 hours to gather all the data on a client in preparation for an annual review. For the clients on myprosperity the preparation has been eliminated.”

David Simon

Executive Chairman
Sovereign
Sovereign Financial is a highly regarded financial advisory, accountancy and lending firm that operates across Australia with offices in Melbourne and Ballarat.
SERVICES

Investments

Tax

Business Advice

Lending

Estates

TECH STACK

Supermate

myprosperity

XPlan

MYOB AE

Netwealth

Macquarie

“If anything changes in our client’s financial world, we are the first to know and it means we can offer the right services at the right time.”

Sarah Connolly

Director

See how myprosperity is helping firms grow

In Part 2 of our Planning Innovation Series with Fenton Financial’s Director, Andy Fenton, we talk about emerging opportunities, the role of technology and the solutions his firm leverages to deliver better client outcomes.