Client Login

Planning for Prosperity client portal

Our client portal allows you to view a summary of the personal and financial information we hold about you on file. This includes updated balances of the accounts we manage on your behalf.

Prior to meeting with us we will give you additional access within your portal to update your information via the ‘Fact Find’ tab. This saves us time in your meeting and allows us to focus on the important issues.

Keep us updated with your:

  • Personal contact information
  • Assets and liabilities
  • Income and expenses
  • Goals and objectives

You can also download and share important advice documents. Please click below to login.

Login here

If you have any questions or have not already been granted access, please give us a call on 08 8333 0790 or email info@planningforprosperity.com.au

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  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

  • General Advice Warning

    Please view our General advice warning here.