powered by MyProsperity
Managing your finances is a piece of cake!
Our wealth portal, powered by My Prosperity, puts all your personal finances in once place to enable you to manage them, see your net worth and reach your goals.
When speaking to people about wealth management the common response is 'I haven't got any wealth to manage!'. This isn't the case! You’ll be surprised once you add up all the different ingredients.
It's a piece of cake!
Imagine the elements of your wealth as ingredients to a cake.
When baking a cake there's a likely chance that you'll add flour, eggs, sugar, butter etc to make a delicious cake. This portal isn't too different. You'll add bank accounts, mortgage, insurance, pension etc to make your personal finance cake!
Your account comes in two different flavours: Starter and Pro.
The Starter account is free and you can build up a complete personal balance sheet by inputting all the items yourself.
The Pro account adds live feeds so the information is pulled through automatically from your banks. You also get budgeting tools and can set yourself financial goals to work towards.
You can use Finance Central in three different ways:
DIY - Do It Yourself. You input everything yourself with no input from us
DIWM - Do It With Me. We help with the set up, and provide some ongoing support to provide clarity and insights.
DIFM - Do It For Me. We manage all you documents and figures. We will help you to categorise your income and expenditure, and help you work towards your personal wealth goals.
Whichever way you choose, you'll feel more in control of your finances when you can see everything in one place!