Rowe Partners are your partners in accounting and wealth creation. We're always looking for ways to deliver improved value to our clients and provide the tools & pathways necessary for you to achieve your goals.
We're excited to announce that we're now able to offer our clients a tool that is set to revolutionise wealth & financial management. Welcome to My Prosperity.
My Prosperity puts everything in your financial world in one easily accessible, secure & organised place enabling you & your advisors to track and manage your financial documents, company records, investments, asset registers, loans, superannuation, wills, tax records, bank statements & insurances.
What's the advantage?
Simple. You're in control. Everything is at your fingertips & it's paperless.
At any point, you can instantly look up your net worth & current financial position. Your assets & liabilities are conveniently stored in one place, so you can see everything you need at once.
You can budget, set limits, categorise your spending & manage transactions and link your accounts so that you and your key advisors can:
What's on offer?
Being better organised in your approach to financial management will ultimately save you time, money and help you improve your financial position. Rowe Partners offer My Prosperity four different levels of investment depending on your level of financial experience and how hands on you like to be in managing your investment portfolio and your financial goals.
We're offering access to the first level to our valued clients for free! Naturally, the functionality is limited at this level but by getting on board, you'll still be streets ahead of where you were before.
Rowe Partners offers access to My Prosperity for its clients through the following: