Linked Accounts

See all your financial info in one place and become your best financial self. Track your saving, spending and how well your investments are doing. Make better informed decisions faster based on your financial snapshot.

How to get mortgage protection that protects you better for less money

Your home is likely the biggest purchase you’ll ever make, and you literally build your and your family’s life around it. And with the recent financial climate - increased interest rates and a bit of a volatile market - you’re wondering how you’re going to protect the life you’ve created.

What’s your (insurance) type?

There’s an old (and true) saying: when you buy insurance for yourself, you’re really buying it for yourself and the people that matter most to you. You want to protect your loved ones and the property you may share with them, and insurance does just that. But it also has a terrific side benefit. It can make you feel more secure about yourself and your future, too. 

What is Prospr? A guide to achieving your financial goals

Before you do a deep dive into the world of planning for your wealth, health and protection needs, you might be wondering: what is Prospr, exactly, and why do I need it?

What you need from a Financial Roadmap and how we can help you get it

Here’s the deal: you’ve signed up for Prospr, started to build your Financial Profile through the Quick Start questionnaire and you’re getting acquainted with your dashboard. What’s next?

It's time for a financial wellness check

What is financial wellness, exactly?

Financial wellness covers three key areas: financial health, financial well-being and financial literacy.  A high level of financial wellness means you have the finances to manage your short- and long-term goals, and the knowledge and skills to manage your money well.