MGD Wealth Client Portal

To experience the full benefits of the portal, an invitation from your MGD Wealth adviser is required.

A Secure Gateway to Your Financial World

The MGD Wealth Client Portal provides a holistic snapshot of your financial world, giving you real-time access to your investments, cash flow, assets, and key financial documents—all in one secure location. Whether on desktop or mobile, you can conveniently track your wealth at any time.

Your privacy and security are our top priorities. The portal is protected with 256-bit bank-level encryption and multi-factor authentication, ensuring your financial data remains secure. You can also safely store and share documents with your adviser, reducing the need for emails and paperwork.

Access to the portal is by invitation only. Your MGD Wealth adviser will provide you with an email invitation to unlock the full experience. Please note that all MGD Wealth clients receive access to core features, with the option to upgrade to premium for additional functionality.

Frequently Asked Questions

  • No, activation is optional. Your financial affairs will continue to be managed as usual.

    However, as myprosperity is our provider for digital signatures, you’ll need to access the portal via a web browser to sign documents digitally.

  • Getting started is simple. You can access the portal in three ways:

    We’ve also created short video guides to walk you through the key features:

  • Myprosperity is a trusted, Australian-based financial platform that powers our client portal. It provides a secure, real-time view of your financial position and facilitates digital document signing, document storage, and financial tracking. This partnership ensures a streamlined and secure digital experience for managing your wealth.

  • Your security is our priority. The portal is protected by 256-bit bank-level encryption and multi-factor authentication to ensure your financial data remains safe. Additionally, the portal operates as a read-only service, meaning no transactions or fund transfers can occur through it.

    For more on myprosperity’s security, visit this page.

  • By default, your adviser has access to assist with your financial planning. You can customise permissions in the portal to control what your adviser can view versus what stays private to you only.

  • Your portal provides a centralised view of your financial affairs, including:

    • Wealth Snapshot – A real-time overview of your financial position.

    • Secure Document Vault – Safe storage and sharing of key financial documents.

    • Mobile & Desktop Access – View and manage your finances anytime, anywhere.

  • To upgrade to a premium account, please contact your MGD Wealth adviser directly.

    Premium users unlock advanced tools for deeper financial management:

    • Live Cash Flow Tracking – Automatically categorise and track transactions.

    • Budgets & Goals – Set and monitor financial objectives.

    • Balance Sheets – Get a consolidated, real-time view of your net wealth.

    • Property & Asset Valuations – Live data feeds to track real-time valuations.