Cashflow: The Key to Financial Success

Effective cashflow management is the backbone of a strong financial plan and reducing debt.

It’s not just about knowing where your money goes—it's about making your money
work smarter for you.

With My Prosperity as our trusted partner, we’ll help you track, manage, and optimize your cashflow effortlessly. From day-to-day expenses to long-term planning, we’ll make sure your finances are working seamlessly so you can focus on what matters most.

Our Wealth Portal

Through our partnership with My Prosperity, our clients have access to the H2T Wealth Portal

  • Your assets and liabilities are conveniently located in a single place

  • Live data feeds for your property, super, motor vehicles and shares

  • Transactions categorised to track your spending and budgets

  • Store documents in your personal cloud

  • Secure, easy digital management of your funds.

  • Keep your documents secure in one place

Keep your documents secure in one place
You can sign and store your documents in the cloud for access whenever you like. Access through multifactor authentication gives you further peace of mind.

Any device, any location, any time
You need to be updated and have it available all the time to make important financial decisions. You can be on your laptop, desktop or personal device, and have access to your wealth portal.
And with data available in real-time, you can make real financial decisions.

Take budgeting to the next level
You can create categories and set limits while having the ability to track and update as needed. Set to your own lifestyle. You also have the ability to set reports to monitor your spending.

Smile when it’s tax time
You can upload receipts and payments, and give your accountant access to your portal to do it all for you.

Manage all of your assets
Not only will you have live data feeds on your important assets, but you will also be able to send messages and receive reports from your property manager.

Connect with your professionals
Keep in touch with your tax, finance and asset professionals, so you can request services and keep them in the loop. You also get to choose the level of intervention you seek from your professional.

Be your own regulator/ stay in control
Set your goals and be able to manage you reaching them. With a simple system, you will be able to see how your goals for greater wealth or better spending are met. You also have the ability to reset these goals as you continue your journey.