welcome to your wealth portal
Manage your entire financial world across any device with your very own wealth portal. Track your assets, properties, cashflow, taxation, insurances and wills in real time, and set and achieve your financial goals.
Aquila Property Investment has teamed up with My Prosperity to provide you with Australia's most comprehensive personal wealth management system. Access it from all your devices, and invite your advisers in to seamlessly manage your financial world.
We believe that being informed breeds accountability, which leads to much better financial results in the long-term.
The Wealth Portal comes free of charge for our clients, or you can join directly for a low annual, tax-deductible fee of $330 per year (incl. GST).
wealth portal features
- Everything in one place - All your assets and liabilities are conveniently in one place so you can see everything
- you need at once. Link all your accounts and more.
- Transactions - Auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & reflect your life. Automatically set reports to monitor spending.
- Wealth check snapshots - Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.
- Budget is a breeze - Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
- Property and Vehicle information - Live data feeds and free valuations track the performance of your property
- and vehicles.
- All the latest data - Updates from Australia’s leading data providers ensure your information is always up to date.
Personal finances just went mobile
You can now access your wealth portal through your phone, so you’ll always be able to control your finances. Simply download the myprosperity app, sign-in and you’ll have access to your whole financial world.
- Data Collection - Up-to-date access to all your financial information, including all your assets and liabilities.
- Cashflow - Keep track of your cash flow with the auto-categorisation of income and expenses.
- Connect to a Professional - Connect with your adviser and request services.
- Tax Time - Make tax time easy with all your financial data and documents stored securely in the cloud.
Managing your property has never been easier
Adding your home or investment property to your personal wealth portal helps provide you with a complete picture of your financial world.
- Add your property manager for Integrated Rent Statements and make tax time as simple as clicking a button.
- Get monthly valuations on your investment properties and detailed reports to help you keep track of your property and suburb’s performance.
- Securely store your property purchase documents and depreciation schedules in the portal.
- Use the new property tools to discover how much equity you have, find out what you can buy right now, and track
- your progress towards buying your next property.
- Make tax time easy with the ability to tag & filter transactions as tax items, upload receipts & documents.