Welcome to Your Saint FINANCIAL PLANNING Client Portal
Everything in one place. Designed for your peace of mind.
At Saint Financial Planning, we’re all about making your financial life simpler, more secure, and more connected. That’s why we offer a secure online portal—powered by MyProsperity—to give you a complete view of your finances, all in one place.
Whether you’re just getting started or reviewing your long-term strategy, the portal is here to help you stay organised and on track.
Bank-Level Security You Can Trust
Your privacy is our priority. The portal uses 256-bit encryption, multi-factor authentication, and secure Australian-based servers to ensure your data is protected at all times.
Bank-level encryption & security protocols
Read-only data feeds for your bank accounts and super (no one can transact)
Secure document sharing between you and your adviser
Full audit trail and access controls so you always know what’s happening
Your financial information stays between you and your adviser—confidential, protected, and secure.
Mobile productivity
A dedicated mobile app helps you manage documents, information exchange and your financial to-do list on the go.
Key Benefits:
One dashboard for your income, expenses, assets, super & investments
Secure digital forms to complete data collection, tax checklist, and onboarding
Upload & sign documents with ease — no printing, no email back-and-forth
Track your goals and financial position in real time
Dedicated mobile app to manage your financial to-do list on the go
Getting Started Is Easy
We’ll send you a personal invite to activate your portal. From there, you can:
Log in securely via your desktop or mobile app
Complete any outstanding forms
Access your documents, goals and investment info anytime
Need help? Just ask — we’ll walk you through it.