Easily manage your entire financial life and stay on track.
At King Financial Group we are always looking for ways to help you see what’s possible.
With this in mind we have partnered with software group myprosperity to bring you a beautifully secure platform where you can easily monitor your wealth, track your cash flow, set budgets and securely store your essential documents all with the assistance of your financial adviser.
Here’s why we think you’ll love your new 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 to one platform.
Build your A-team
Give guest access to us your Adviser, as well as your accountant and your lawyer! You select what they can view and control as well as share and sign documents with the push of a button. Keeping everyone connected, with you as the central focus.
All the latest data
By partnering with Australia’s leading data providers we can ensure that your information is always up to date and always safe.
Property down pat
Live data feeds track your property & suburb’s performance.
Know your vehicle
Receive free valuations and performance ratings on your vehicle.
Time to buy property?
It’s easy to buy property using the new property tools. With the help of your adviser we can guide you through how much equity you have, find out what you can buy right now and track your progress towards living in your next home!
Manage your property
Send a request to your property manager to integrate your property & receive free benefits like property transactions, documents & receipts uploaded online. You’ll also have access to special property commands to help you manage your property effectively.
Free wealth check
Get a summary of everything you own and owe. See your future wealth projections, review your financial priorities and receive a personalised action plan.
Wealth snapshots
Snapshots displays your net worth (what you own minus owe) at the end of each calendar month. It charts your wealth so you can clearly see how your wealth is tracking and keeps you up to date automatically each month.
Auto categorisation
Your transactions are automatically categorised to allow you to easily see where you’re spending your money. Personalise and manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Budgets become a breeze
Say goodbye to spreadsheets. Instant budgets are created around your spending. You’re in control as you have the ability to set limits on categories.
No more paper trails
Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (e.g. receipts, wills, contracts etc.) so you’ll never misplace them again. You can also view and manage all your insurance too.
Tax time? Piece of cake
With the ability to tag & filter transactions as tax items, upload receipts and documents or allow us to access your account to do it all for you… end of financial year just got easier.
Stay in control
Set & receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn’t get any easier as the goal calculator lets you visually watch your money grow.
All devices, all the time
Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.