In this digital age of modern technology, most of us like to have everything at our fingertips, all in the one place, and most importantly available on the go.
We’d like to introduce you to MyProsperity, your own personal wealth portal in collaboration with Steve May Financial Services.
MyProsperity helps you track all of your finances in the one place.
Add your home, investment properties and car, then plug in your super, investments and bank accounts. Store all of your important documents in the cloud, including wills, insurance policies and receipts.
You can check on things any time, anywhere with the mobile app. Track your spending, set goals and make tax time a breeze with simple tools to manage your transactions. And if you need any assistance along the way, we’re here to help.
No matter what your financial goals are, the personal wealth portal helps you get to where you want to be.
And of course you can know with confidence that security is of utmost importance and measures are taken to ensure your information is safe.
Interested in learning more? Head over to our MyProsperity page to read more about this fantastic tool and to register today.
If you have any questions prior to registration please feel free to start a conversation with us.
You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Sensibly Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website
Nick Shanley, Steve May, Luke Styles and Shanley Financial Planning T/A Steve May Financial Services are Authorised Representatives / Corporate Authorised Representative of Sensibly Pty Ltd, AFSL 533923. Please refer to our website at www.stevemayfs.com.au to reference our Financial Services Guides.
Shanley Financial Planning Pty Ltd trading as Steve May Financial Services (ABN 19 612 825 180) is a Corporate Authorised Representative of (1265706) of Sensibly Pty Ltd (AFSL 533923)
Nick Shanley, Steve May and Luke Styles are Authorised Representatives of Sensibly Pty Ltd (AFSL 533923)