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.
Whether you’re just getting started or reviewing your long-term strategy, the portal is here to help you stay organised and on track.
Our Client Portal
Explore our standout features designed to deliver exceptional performance and value, distinguishing us from the competition.
Mobile accessibility Manage your finances on the go with our mobile-friendly platform
Enhanced security Protect your sensitive financial data with our state-of-the-art security measures
Track your goals and financial position in real time.
One dashboard for your income, expenses, assets & super and investments.
Key features overview
Explore our comprehensive suite of key features designed to enhance efficiency, streamline processes, and elevate your experience.
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 protocolsRead-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.
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 protocolsRead-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.
- 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.
How to activate your Client Portal
How to upload a document to your Client Portal
Learn MoreDownload the Client Portal App (MyProsperity) for Iphone
App StoreDownload the Client Portal App (MyProspertiy) for Android
App StoreWhat Our Clients Are Saying
The right advice, real results — and less stress about money.
James is extremely knowledgeable and speaks in terms that are easy to understand. His advice has been invaluable in setting savings goals and budgeting.
- Alex
Jamie simplified our superannuation plans, making things easy to understand and relatable. He’s helped us save money, make money, and plan for our retirement. Highly recommend!
- Brad and Becc
James made financial planning simple and approachable. We feel confident and trust him with our future.
- Mairead
Advisora has completely transformed the way I manage my finances. With its intuitive interface and powerful features, I now have better control and visibility into my expenses and investments. Highly recommend it!
William Parker
CFO at BrightPath
I've been using Advisora for years now, and I can't imagine managing my finances without it. From tracking expenses to creating budgets, Advisora has simplified every aspect of my financial life. Thank you for such an amazing platform!
Michael Carter
Freelance Web Developer
Advisora has been a game-changer for our business. With its comprehensive financial management tools, we've been able to streamline our processes and make more informed decisions. The customer support team is also top-notch
Morgan Clarke
Manager at GlobeSync
As someone who is new to investing, Advisory has been an invaluable resource for me. The investment management tools have helped me understand my portfolio better and optimize my investments for better returns. I couldn't be happier with the results!
Madison Cooper
CEO, Beta Technologies
Advisory has exceeded all my expectations. Not only does it make managing finances easy and efficient, but the platform also prioritizes security, giving me peace of mind knowing that my data is safe. I'm a loyal Advisory user for life!
James Rodriguez
Founder of GreenHarves