Your personal wealth portal

We have combined with partners to provide you a secure wealth portal. The wealth portal enables you to track your cashflow, monitor your wealth, set budgets and securely store essential documents.

Take control

  • All your assets and liabilities are conveniently in one place.
  • Auto-categorised transactions to track your spending.
  • Live data feeds for property, vehicles, shares and super.
  • Store important documents, such as wills, group certificates, health benefit documents or tax summaries.
  • Secure, easy digital management of your funds.

Everything in one place

At Capo & Co. we are passionate about getting clients to become financially well organised. It also includes an app for kids to help educate them on finances, check out our document on Kwidz.

Overwhelmed? Where do I start?

To help you get off to a flying start we have designed several packages to help you unlock the power of the portal. These packages are aimed to get you started and help you unlock the power of the portal.

PRIMARY

$ 250
00
inc. GST
  • Get started with your My Prosperity app with our primary onboarding offer.
  • Add up to 4 investment properties
  • Add Superannuation values
  • Add Business valuations
  • Add Motor Vehicle valuations
  • Upload your will, power of attorney and even invite your advisor
  • Upload insurances, set reminders to review & invite your advisor
  • Set Goals to achieve personal wealth
  • Webinar training

PRO

$ 450
00
inc. GST
  • Take the next step with your personal wealth with our Pro set up & training.
  • Same as primary ***
  • Set up automatic feeds for your assets - property, motor vehicles & superannuation
  • Set up automatic bank feeds - bank accounts, credit cards & loans
  • One-on-one training on how to automatically set up rules & tax tags on transactions
  • Set goals and link to your cashflow to produce "What if analyses"

CUSTOMIZE

$ 550
00
inc. GST
  • For larger wealth portfolios choose a custom set up and training package.
  • Includes Primary set up
  • Includes Pro set up with training
  • We do it for you approach
  • Monthly, Quarterly or Annual catch up to review your data feeds and document uploads