Specialist ﬁnancial guidance for family business owners who aspire for growth and a legacy.
Build wealth by getting your money working smarter to prepare the ground for retirement.
Outsource your ﬁnances to free up time do more of what you love with the people you love.
Conﬁdence and clarity in where your business is heading and why; and what you need to do to succeed.
Peace of mind that you’ve minimised business risks, compliance matters are in hand and you have ﬁnancial security.
Business Advisory and wealth management services for family business owners: From local family businesses, multi-family groups, to large family-run national organisations, grow your business with a partner in your prosperity.
Who better to know what you want than you? Take control of your future and retirement savings by managing super yourself. Our Self-Managed Super Fund experts will be by your side, to simplify what can be a confusing topic and help prepare the ground for your ideal retirement.
25-45 year olds earning high salaries should have high wealth aspirations. But it doesn’t happen automatically. Get the guidance you need to translate high income into genuine wealth. At The Young Millionaires Club, we say ‘start early and go BIG’!
70+years of history in victoria
300+families helped every day
1point of contact for clients
Get back to being more than just a family who run a business together
Family business owners can become so busy that it becomes all business and no family.
It helps to be able to call on a team with collective business know-how and specialist individual skills to guide you back to a business you enjoy more. So that you can shape the lifestyle you really want.
This know-how has been accumulated through many years of specialising in working with family businesses.
As your partners in prosperity, we’ll be there at each stage of your journey with trusted advice: from start-up, through the growth stages, to exiting the business. Get back to being more than just a family who run a business together…
Others Who Prosper in Business
Professor Mark P. Umstad
Director of Maternity Services, Royal Women’s Hospital (Parkville, Melbourne)
“The partners of the Prosper Advisory team have managed my accounting, taxation and ﬁnancial advice for more than 20 years. They have provided an exemplary service for all of this time. They are impeccably honest, entirely reliable, and always available for advice at short notice.”
Director & Founder Sierra Legal
“I recently took up Prosper Advisory’s offer to provide our team at Sierra Legal with a free “financial education” presentation during a lunchtime. Our team is spread over Melbourne and Brisbane, so Josh and Rob from Prosper Advisory did the presentation on Zoom, which worked very well. The presentation went for about 45 minutes and covered a broad range of financial and investment matters. We were provided with a number of interesting facts & figures and useful tips in areas such as financial and cash flow management, debt reduction, setting up and managing investment portfolios, superannuation, retirement planning, funding private school fees and other child related costs, tax structuring, and life & income protection insurances. The people in our team have very different levels of understanding in these areas, but Josh and Rob were fantastic in terms of being able to present in a level of detail that made it interesting and relevant to everyone in the audience. The feedback from the team was very positive, and everyone seemed to take away some valuable learnings that will hopefully help them set and achieve improved financial and lifestyle outcomes.”
“The Young Millionaires Club has been a great way for me to receive a range of valuable financial services that are specifically targeted to my needs. I love the way the content and tools are tailored only for young professionals and business owners. The pro active advice I receive gives me structure, guidance & goals to strive for. Being a busy business owner who also has a young family, outsourcing my financial management via the Young Millionaires Club saves me time & achieves better results due to expert advice. I would highly recommend their services & the younger you start, the better the results.”
Peter & Susan Byrne
“Josh has been providing financial advice to Susan and I for 9 years, and more recently we have also engaged Prosper Advisory to provide tax and accounting services for our personal tax returns, Family Trust and Self Managed Super Fund. Josh and his team have always been easy to deal with and have always been proactive and responsive to our needs. I would highly recommend their services”
Director, Rachael Dere Photography
“Being a business owner and working hard to hone my own skills in my industry, I don’t have the time to worry about how my money is working for me. I put my trust in Prosper Advisory to help me build my financial future and help me meet my goals. They listen and encourage and provide valuable advice that impacts my decision making. I look forward to a secure financial future.”
Principal, Wood & Grieve Engineers
“Josh and the team at Prosper have been an absolute pleasure to deal with in introducing their Thrive program to Wood & Grieve Engineers. Being engineers, we naturally had many questions about the ins and outs of the program that was being offered wanting to ensure that Thrive is a credible and quality product to expose our staff to. Needless to say that the Prosper team have been energetic, communicative and extremely knowledgeable about the product offering. I am personally excited to join the program and enjoy the forthcoming health and well-being benefits.”
Partner Tisher Liner FC Law
“Josh and Rob provided a really engaging and informative presentation to our firm. They shared a broad range of useful information and the statistics on the lifecycle of investments was particularly thought provoking. It was definitely food for thought for all of our attendees, no matter their age, stage of life and personal financial circumstances. ”
Get in touch with us today
We can also hold meetings via phone or video and in the CBD by appointment.