News & Blog

Discover business updates & industry insights

News & Blog

Discover business updates
& industry insights

Product Update: 14th February 2019

  We’re back for another Product Update! We’ve been a bit quiet these past few weeks; our team was working hard behind the scenes but with most changes focused on infrastructure upgrades, there wasn’t much to showcase. This week is a different story with plenty of...

3 strategies to attract (and win-over) pre-retiree clients

Meet Nearly Retired Nancy Nancy is planning to retire in the next  5-7 years. With fewer family commitments (her 2 kids are just entering the workforce), she is an empty-nester who has new-found time to pursue her hobbies. As retirement is around the corner, she’s...

Top 3 challenges advisers look to solve with technology

Over the past few years finance professionals have increasingly turned to technology to streamline various aspects of their profession, but with so many digital solutions on offer, it can be overwhelming to choose the right one. In this post, we take a quick look at 3...

Product Update: 19th January 2019

Welcome to the first ever bi-monthly Product Update summary. Every two weeks we’ll share a snapshot of the latest changes to have gone live on the Partner and the Client portals!   Partner Portal Updates All myprosperity Partner accounts are now paired with a...

Meet The Team: Greg Collins

In the latest instalment of our Meet the Team series, we sat down with our newly appointed CTO, Greg Collins, to find out his interests, pet peeves and top trends to look out for. Tell us a bit about yourself. My wife and I moved from Christchurch, New Zealand in 2004...

Blog: The Millennial Opportunity

Meet Wendy and Andrew   Millennials are expected to be the largest adult segment by the end of the decade. You may remember Wendy and Andrew as the avocado loving, up-and-coming Wealth Accumulators from our client persona infographic. They represent a new breed...

5 Most Common Client Personas

What’s the number one, most powerful thing you can do now to make 2019 a success? Organise your clients into groups of people with similar needs so you can tailor your messaging, plan your marketing, and ultimately prepare your business for success. About Customer...

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