Your Personal Wealth Portal
Easily manage your entire financial life and stay on track. At Change Accountants we're always looking for new ways to help you CHANGE YOUR LIFE!
With this in mind, we've created a brand new process designed to CREATE, GROW & PROTECT your wealth through the Change Accountants Personal Wealth Portal.
A beautiful, bank level secure platform where you can EASILY monitor your wealth, track your cashflow, set budgets and securely store and sign your essential documents.
Trusted by over 60 million people worldwide, with MyProsperity you can be confident that all your important and private information is safe.
Personal finances has gone mobile. You can access your wealth portal through your phone, so you're always in control of your finances.
Why you'll LOVE your new personal wealth portal.
Everything in one place. All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts & more.
Budget is a breeze. Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories.
Transactions. Auto-categorised to easily see where you're spending your money. Tag and filter to personlise, manage & reflect your life. Automatically set reports to monitor spending.
Property and Vehicle information. Live data feeds and free valuations track the performance of your property & vehicle's.
Wealth check snapshots. Track your wealth with monthly snapshots & summaries of all you own and owe. See your future wealth projections, review your fnancial priorities & receive a personalised action plan.
All the latest data. Updates from Australia's leading data providers ensure your information is always up to date.
Your portal's KEY FEATURES
No more paper trails. Cut out paperwork. Forms are automatically completed for you where possible. Get sorted by uploading important documents (e.g. receipts, wills, contracts etc.) You can also view and manage all your insurance.
Build your A-team. Give guest access to those in your financial world you trust, like us, your Accountant, property manager or even your lawyer. Your portal enables you to select what they can view, change or control.
Tax time? Piece of cake. The end of the financial year and the end of stress! With the ability to tag & filter transactions as tax items, upload receipts & documents or allow us, your accountant, access to do it all for you.
Manage your property. Add your property manager for Integrated Rent Statements and make tax time simple. Get monthly valuations and detailed reports to keep track of your property and suburb's performance. Securely store your purchase documents and depreciation schedules in the portal. Discover how much equity you have, what you can buy right now, and track progress towards buying your next property.
See how it works here.
All devices, all the time. Time is money and if there are decisions to be made you want to know your financial position in real time. Whether you're on desktop, tablet or smart phone, you'll have access to your entire financial world whenever you need it, 24/7.
Stay in control. Get sorted and be in control. Set & receive notifications, goals and use the calculator to stay on track and achieve your targets quickly. Your savings goals couldn't get any easier as the goal calculator enables you to watch your money grow.
No one can touch your money. As this is a ‘read-only’ service, your money is untouchable - by you and anyone else! The purpose is to organise and analyse your finances, not to pay bills or transfer money. There is no functionality to allow you to move funds in or out of any accounts so your cash is safe.
Take control with your very own personal wealth portal today with 1 month FREE access to check it out.
There's absolutely no obligation, we're just so excited and passionate about helping people change their life, we want everyone to have the opportunity to experience it.
Commence your new journey to wealth and request your trial access below.
Real People. Real Results.
"It is really helping my family stay on top of our bills, spending and also making us accountable." - Julie
"I especially love the free car and house appraisal... this feature alone is worth signing up for." - Bec
"Having my mortgage, credit cards, super and more all in one place has made my life easier." - Paul
Other ways we can help you...
Freedom Plan. Do you know how much you NEED for a comfortable retirement, and do you know WHEN you'll be able to comfortably retire? If not, then you NEED to get a FREEDOM PLAN. Our unique Freedom Planning process allows you to show you're entire financial life and your financial future on one page. What's even better, you can access this report inside your Change Accountants PERSONAL WEALTH PORTAL.
Protect your wealth. Are you under-insured? Are you over-insured? Are you insured at all? What about your estate - is your WILL up to date? Have you even got one? We will make sure you are covered for whatever the future might hold, so your family won't miss out.
Digital document signing. Go paperless with digital document signing through your personal wealth portal. It's quick, easy and a secure way to sign & store important documents from us, your advisor.
Anytime, anywhere. At home or on the go, sign documents on your desktop, table or mobile from your personal wealth portal.
Store everything in one place. Sign then store your documents in the cloud for easy access. Your data is secure and you can enable multi-factor authentication on your wealth portal for further peace of mind.
Save time. Say goodbye to last minute printer hangups and rush hour at the post office. Read, sign, confirm and send in just a few seconds with a click of your mouse (or finger).
Never miss a deadline. Download your wealth portal app to get notifications, and never miss a deadline for important documents. No app? No problem - you'll also receive email reminders.
We look forward to inviting you on board our wealth portal and helping you make smart financial decisions NOW so you can have a BEAUTIFUL FUTURE!