News & Blog

Discover business updates & industry insights

News & Blog

Discover business updates
& industry insights

How to choose a good business partner

Whether you’re an accountant thinking of expanding your service offering or a financial planner looking to start your own firm, a partnership is one of several structures to choose from But picking the right person to go into business with can be challenging,...

Adapting to a Post-Royal Commission World

As the dust slowly starts to settle around the Royal Commission, many are wondering where to go from here. While the recent election may have brought more clarity and a sigh of relief to many in the industry, it highlighted that even the thought of change...

Product Update: 16th May 2019

It’s been a while since our last dedicated product update post and quite a bit has changed! Over the past few weeks, we have made enhancements to the mobile app to bring it in line with the wealth portal’s new look, added new features to the app, and optimised the...

Partner Plan Pricing Update

Over the past 8 years we’ve strived to provide an innovative service to help finance professionals redefine how they engage with clients. During this time, we’ve launched many new features and introduced countless enhancements, all with the goal of...

Certified Consultants Feature Spotlight: Kylie Hayes

Certified Consultant Name: Kylie Hayes Business Name: Let’s get you sorted Website: www.letsgetyousorted.com.au Tell us about you and your business. Let’s get you sorted is all about helping clients achieve their financial goals. myprosperity helps...

Certified Consultants Feature Spotlight: Jo Doye

  Certified Consultant Name: Jo Doye Business Name: Alluvia Financial  Website: www.alluviafinancial.com   Tell us about you and your business. Beer lover and sports fan, I'm not your typical numbers cruncher. When not working you’ll find me sipping on...

Why we redesigned the myprosperity Client Portal

If you’ve been tracking what’s been going on at myprosperity HQ, you’ll be aware of the new client wealth portal interface we’ve been developing these past few months. While the old interface served us well, it was beginning to show its age. We hoped but never fully...

The 5 worst types of clients seen in financial services

We’ve covered the 5 most popular client personas seen in financial services but what about the worst types of clients? From tyre kickers to time-wasters, we take a look at the 5 client types you probably want to avoid! Know-it-all Naomi This client persona thinks they...

Certified Consultant Program: Onward and Upward!

As a long term adviser to small businesses, I know only too well the importance of having a clear overview and understanding of the data that tells the story in business. Yet what people often forget - at times, with dire consequences - is that the same applies to...

3 strategies to engage property investors

Meet Peter the Property Mogul   Peter is a DIY investor. He is a high earning professional who likes to give everything a go and doesn’t shy away from risk. At 45 years of age, he’s an experienced property investor and has recently added his third residence to...

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