myprosperity

How it works

myprosperty is a financial platform available on desktop and as a mobile app designed to help you manage your entire financial world in one place.

Category

• General Information
• Budgeting
• Managing Cashflow
• Tax Planning

Type of help

• DIY Tool

Where can I get this?

Financial Advisers
Online
App Store

Are there any other availability restrictions?

myprosperity is only available via your accountant or financial planner.

Services Offered

Will I learn what type of risk taker I am?

Not Applicable

Will it produce a financial plan?

Not Applicable

What types of investments are available?

Not Applicable

How many investment portfolio options are available?

Where can I invest?

• Not Applicable

Who manages my investments?

Not Applicable

In whose name are investments held?

Not Applicable

Is there professional research available on the investment options?

Not Applicable

Will it allow me to trade automatically?

Not Applicable

Will it automatically rebalance my portfolio?

Not Applicable

Will it provide reports on my investment performance?

Not Applicable

Cash management account

Not Applicable

Automated alerts and updates

Yes

Can I access other professional help through this service?

• Financial Advice
• Accounting
• Legal
• Mortgage Broking
• Lending
• Property Advisory

On which platform can I use this?

• Computer
• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• Immediate, through an adviser

Will it capture my personal financial information automatically?

Only Some Accounts

Will I be asked questions about my situation?

Complex (> 5 questions)

How fast can I get my invested money back?

Not Applicable

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer
• Wholesale Investor (>$250k p.a income or $2.5m assets)
• SMSF
• Business

Advice stage

Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Multiple Stages

What is the minimum amount I have to invest?

Not Applicable

What is the minimum amount I have to be earning?

Not Applicable

Customer service & support

Is there general financial education information provided?

Yes

Customer support

• Email

Who do I complain to as a last resort?

• Not Applicable

What it costs

Fee structure

• Free Service
• Subscription

Minimum contract period

Not Applicable

Free Trial

Not Applicable

Payment method

• Debit card
• Credit Card

Is it legitimate & secure

Trading name

Myprosperity Pty Ltd

Who owns the company

Privately Owned

Who runs the business

• Peter McCarthy (Founder)
• Stephen Jackel (CEO)

Date founded

2011

Number of staff

40

Security & Regulatory Compliance

Will it verify my identity?

No Identification Required

Will it send me a confirmation security number to sign-up?

Yes

Are my records destroyed when I leave?

Yes

Is there detailed documentation about the product?

Not Applicable

What company holds the financial license?

Not Applicable

Financial Services Guide?

Not Applicable

Contact Information

Website

Visit website

Email

Send email

Phone Number

Not Applicable

Address

Level 1, 1 Oxley Road, Hawthorn, 3122, VIC

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