Testimonials
See how myprosperity is helping firms succeed
Dean Godfrey
Business Advisory
Tax
Auditing
SMSF
Corporate Financing
Greatsoft
XPlan
Netsuite
Xero Practice Manager
FYI Docs
Steven Meyn
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.
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
Wealth
Tax
Reporting
SMSF
Estates
Risk Protection
Xero Practice Manager
Salesforce
Macquarie
Class Super
Daniel Stefanetti
Investments
Asset Service
Cashflow
Budgeting
SMSF
AdvisorLogic
Xero Practice Manager
Class Super
Lonsec
David Simon
Investments
Tax
Business Advice
Lending
Estates
Supermate
XPlan
MYOB AE
Netwealth
Macquarie
Sarah Connolly
See how myprosperity is helping firms grow
Technology, compliance & automation
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.