WSP Financial app and portal

Wealth & Security Planners and Advice4me have teamed with MyProsperity to provide clients with a modern, convenient and cost-effective mobile app and desktop portal.

Your Wealth, Connected.

The WSP Portal is your personal financial command centre. It brings your complete financial life into one secure view—assets, liabilities, documents, and communication.

This is not a public app. It is a secure, invitation-only environment provided exclusively to WSP clients to ensure the privacy and integrity of your data.

The Engine of The Service Cube™

Good advice relies on accurate data. Under the Corporations Act and our Code of Ethics, we are required to “Know Our Client” intimately before providing advice. The Portal makes this seamless.

By keeping your financial data live within the app, you enable us to move you fluidly between service levels in The Service Cube™. When you need to shift from “Maintenance” to “Directed” advice, we don’t need to waste weeks gathering facts—the data is already there, allowing us to act immediately.

Bank-Level Security 256-bit Encryption
Untouchable Funds Read-Only Access
Trusted Partners AWS, Yodlee & OneSpan
Total Control Multi-Factor Auth
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Collaboration Rooms
Secure, topic-specific spaces to communicate with your adviser. Discuss a portfolio rebalance or an estate query without the insecurity of email. Documents, checklists, and signatures happen here.
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Your Digital Vault
A single, secure home for your most critical documents. Upload your Wills, Insurance Policies, and Tax Returns. If an emergency happens, everything is in one place, accessible by you or your nominated family.
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Family & Team Access
Wealth is often a family affair. You can grant access to family members (such as adult children assisting elderly parents) or professional partners (like your accountant), ensuring your whole team is on the same page.
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Live Property Tracking
Your home is often your largest asset. The Portal includes live data feeds (powered by CoreLogic) to track the estimated value of your property monthly, giving you a truer picture of your net wealth.

Want to know more?

📄 Download ‘Rooms’ Guide 🛡️ Download Security Brochure

Access Your Wealth Portal

For security, new accounts are created by invitation only.

Request Invitation

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