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 account they own, spreadsheets to track everything from what bills that needed to get paid to how much they’re actually worth and filing cabinets full of documents that rarely see the light of day. We needed a solution to simplify things and just make it easier.
The Solution
We partnered with MyProsperity late 2018 to deliver a solution to our clients to simplify things and have it all in one place. MyProsperity is an award-winning technology platform provider that helps clients and advisers get their entire financial world under control. Find out more about what the platform does by visiting our dedicated page here.
To add to their list of awards, MyProsperity recently won the Excellence in Wealth Management from FinTech Australia (2019 Finnies Awards) and joined the likes of Afterpay and AirWallex. You can read more about it here. This not only validates our decision to partner with MyProsperity but shows that the industry as a whole is taking to take notice. The platform was founded in 2011 and is the leading private wealth platform in Australia, with over 23,000 client subscribers and 530 adviser partners, tracking more than $33B in assets and $6B in liabilities.
If you would like to know more, talk to Michael Sik at FinPeak Advisers on 0404 446 766 or 02 8003 6865.
Important information and disclaimer
The information provided in this document is general information only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this information you should consider its appropriateness, having regard to your own objectives, financial situation and needs. You should read the relevant Product Disclosure Statements and seek personal advice from a qualified financial adviser. From time to time we may send you informative updates and details of the range of services we can provide. If you no longer want to receive this information please contact our office to opt out.
FinPeak Advisers ABN 20 412 206 738 is a Corporate Authorised Representative No. 1249766 of Aura Wealth Pty Ltd ABN 34 122 486 935 AFSL No. 458254
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