Your Personal Wealth Portal | Finance at your Fingertips

Take control of your entire financial life by easily tracking your portfolio and assets with
our secure Personal Wealth Portal.

We have created a brand new, streamlined process designed to create, expand and safeguard your assets all in the one place through the Sedley Koschel Personal Wealth Portal via our website and on the myprosperity app. 

Sedley Koschel Is a Wholistic Financial Management Firm Located In Queensland.

If you have been searching for the right financial advisors who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you. Call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you. 

We offer a wide range of financial services from one location. These services include: Tax Agents & Accountants, Small Business Advice, Financial Advisors & Financial Planners, Wealth Accumulation Advice, Your Own Personal Wealth Portal, Self Managed Super Funds (SMSF), Wills & Estate Law, Age Care Advice and Financial Planning, Tailored Insurance Services, Property Investment Services, Small Business Virtual CFO, and ask us about Probate Law….

Are you looking for our client portal login? CLICK HERE to visit My Prosperity Portal

We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.

 

Simple and Secure Platform

Forget complicated charts and busy platforms that are confusing to navigate. Through our powerful portal you can easily monitor all your wealth – from bank accounts and property to superannuation and more – as well as understand your spending, set budgets and track your goals in one convenient place. The portal allows you to securely upload, store and sign all your essential documents including wills, insurances, receipts and rental statements.

myprosperity is trusted by over 60 million people worldwide, and with bank-level security utilising 256-bit encryption and physical security you can be assured that your privacy and data is safe. Your finances are accessible across all devices, from mobile and tablet to desktop.

Become a member and get access to the Sedley Koschel Personal Wealth Portal via our website and on the myprosperity app.  

Find out more

Get the lowdown on your wealth status and opportunities through the Personal Wealth Portal

Your Financial World in the One Place

Your assets, liabilities and documents can be managed, tracked and stored in one secure environment rather than spread across many platforms. 

Build your A-team

Your Sedley Koschel team of financial advisors will help you identify opportunities and report on your wealth with the data you provide. With everything in the one place, your advisors can better collaborate and build your finances.

Wealth Health Snapshots

Understand your financial health with monthly snapshots and summaries of all you own and owe. You’ll be able to see future wealth projections, review your financial priorities and receive a personalised action plan to future-proof your wealth. 

Personal Wealth Portal Features

Budgeting made friendly

Spreadsheets are a thing of the past in your Personal Wealth Portal. Take control of your incoming and outgoing financials with instant budgets devised from up-to-date data. See where you’re spending your money and create limits around certain categories to reflect your goals.

Timely property management and vehicle information

Gather live-data feeds and free valuations to track the performance of your property and vehicles. Securely store your purchase documents and depreciation schedules in your personal portal. You’ll also discover how much equity you have and find opportunities for what you can buy now or in the future.

Never Miss a Deadline

With push notifications and email reminders, you’ll never miss a due date for payments and important documents.

Commence Your Journey to Wealth

Sedley Koschel Is a Wholistic Financial Management Firm Located In Queensland.

If you have been searching for the right business advisor who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you. Call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you. 

We offer a wide range of financial services from one location. These services include:

and much more….

Are you looking for our client portal login? CLICK HERE to visit My Prosperity Portal

Contact Us