PROTECT YOUR FAMILY WEALTH AND FINANCE
The First step to protect your family wealth is to take control of your finances, and to get your financial sorted.
At TMS, we can help you to get your financial organize and give you a tool for free to help you manage your entire financial world – at home and on the go.
Welcome to your Wealth Portal where you can manage all of your finances in one place, anywhere, anytime 24/7/365
TMS TAX, ACCOUNTING & FINANCIAL SERVICES ARE PLEASED TO OFFER YOU A NEW PERSONAL WEALTH PORTAL.
- It’s an easy to use online platform that helps you keep track of your whole financial world.
- Enjoy having all your accounts in one place – credit cards, bank accounts, home loans, investment loans and more.
- Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
- Connect with your financial professional with one-click access to their full range of professional services
- Manage your finances on the go with a fully supported app
- Take control of your cash flow with automatic categorisation of your income and expenses
- Make tax time easy by storing all your financial data, including transaction receipts and documents, securely online.
Take control of your finances and get started today.
Trusted by over 60 million people worldwide, with MyProsperity you can be confident that all your important and private information is safe. Personal finances has gone mobile. You can access your wealth portal through your phone, so you’re always in control of your finances.
Personal Wealth Portal Benefits
Keep your finances organised
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Track your spending, create new habits
Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.
Stay on target with monthly reports
Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Build your A-Team
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Make smarter decisions
With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managingyour finances a breeze.
Reach your goals
Planning to retire at 50?
Buy a third property?
Create a legacy for your family?
Whatever your goals, the wealth portal can help you get there.
Everything you need, in one place
Live feeds for a live view of your financial world
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Goal calculators to achieve your goals
Create goals and pair them with an account or credit card to understand how – and when – you can achieve them.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property, estate planning & more
Your portal can do much more! Whatever your needs, we’re just a few clicks away.
Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.
Your security, our top priority
Layered defence
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.
* Not all features are available by default, and some, like live feeds, may come at an extra cost. Talk to us today for more information.