Everything in one place
Add your credit cards, bank accounts, properties, car, home loans, investments and more to easily track and manage your finances.
Cashflow & Budgeting
Auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.
Tax time made easy
Use specially built tax tools to track, tag and store relevant tax information (from transactions to receipts) securely online.
Digital document signing
Sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.
Estate planning redefined
Create or upload your latest will and insurances so your loved ones know
exactly where to find them. Your wealth portal’s Protection area helps you keep track of all your estate planning documents.
The portal for property owners
Track the value of your property over time, have your rent statements sent straight to your portal and even plan your next renovation or property purchase, all through the portal.
Your wealth portal is available for free as a Starter account, or upgrade to a Pro account for a monthly fee. Get everything the Starter account has to offer plus live data feeds and bonus features by upgrading to Pro. Contact us to discuss which access level is right for you.
Frequently asked questions
Is the Lifewealth Portal secure?
Built by Australian owned and located tech company, MyProsperity, our portal uses the same 256-bit encryption that banks use to protect your private details. And like banks, it has a layered security infrastructure with “checkpoints” throughout to minimise risks. Read more about the security features here.
How do I use digital document signing through the portal?
The Lifewealth Portal allows you to digitally sign your documents in a simple and secure way. Simply log in and utilise the ‘Click to Sign’ function. Learn more about digital document signing here.
Is the Portal available on the app store?
Absolutely. Download your app here:
I noticed the name 'myprosperity' in the URL. Who are they?
myprosperity is an award winning, Melbourne-based software company that built and maintains our Client Portal. Founded in 2011, myprosperity combines proprietary technology with an extensive array of third party integrations to cover every aspect of an individual’s financial world. We are so excited to partner with them in bringing you our new Lifewealth Client Portal!
