26 Jul I promise to be better organised…
"I will be better organised this financial year...
MyProsperity Tag
30 Jun Excellence in Wealth Management Award
The Problem Most of our clients had the same problem in that as life goes on, things seemed to get more and more complex and that meant more things to deal with in relation to their finances. Most people have quite a number logons for every...
12 Nov How important is it to teach our kids the value of money?
We've all heard of the BoM&D (Bank of Mum & Dad) some of us are the bank and some of us are customers of it. The concept isn't a new thing but with property prices in Australia climbing to all-time highs, it means larger minimum deposits...
25 Oct Wealth Management Collaboration: FinPeak X MyProperity
The Problem Life seems to get more and more complicated each day. If you are like me or any one of our clients then you will have your financial life spread across different financial institutions, life companies and work with different service professionals. It becomes a...