We’ll help you grow and invest your money
build your wealth and lead a happier, more fulfilling life
It’s easy to get caught up in the day-to-day when you lead a busy lifestyle and have a thriving career or business to manage.
While there’s a lot of satisfaction that comes with earning good money and seeing your savings grow while the mortgage shrinks – you’re not alone if you find yourself wondering if you are doing the right things to set yourself up for the future you want.
Is there a better way to invest that cash sitting in your savings?
Should you be doing more with your super?
Are their opportunities to minimise the amount of tax you pay?
What should you be investing in?
Financial planning, advice and management that’s about more than just making money
We are a full-service financial advisory practice that focuses on the ‘why’ as much as the ‘what’ – because we believe it’s what financial success helps you to achieve personally that matters most.
It generally looks something like this:
We start with what matters most to you and what you want from life, so that we know what financial freedom and lifestyle balance looks like for you.
- Goal setting
- Lifestyle planning
- Income needs
Create a pathway
Next, our financial planners design a strategy and pathway that will allow you to achieve your financial and lifestyle goals. This includes:
- Your long-term wealth accumulation strategy
- Tax minimisation strategies
- Investment planning
- Superannuation and/or SMSF
- Estate planning
Make it happen
Taking care of everything, we manage the process and liase with the various entities to ensure your plan is actioned as it should be. This includes:
- All account and policy applications
- Rollovers and transfers
- Compliance and legislative checks
- Setup of investment accounts, platforms and portfolios
Build your wealth
Applying a smart and strategic approach to investing and managing your money, we continue to help you build your wealth.
- Portfolio reporting
- Investment management
- Investment and tax advice
- Cashflow management
- Goal tracking
- Annual strategy review
With us in your corner, managing your finances and taking care of all the details, you begin to find more balance in your life.
As the financial roadblocks fall away, there’s more time and money to focus on the things that matter most in your life.
‘Josh listened to my goals and aspirations for the future and provided a plan to meet those goals. It was realistic and achievable, taking into account my current and future needs.
Josh has been approachable, responsive and his advice has been clear. It has been extremely helpful in assisting me to better understand my options and potential future and lifestyle position.’
‘I had been struggling to find an advisor for sometime until Prosper was recommended by a work colleague. Two words – first class.
The service has been impeccable and they have helped my wife and I not only gain a granular understanding of our current financial position, but also embed a strategy to work towards our goal of financial freedom.’
Is Prosper Advisory the right partner for you?
Your time and money is precious. The last thing we want to do is waste it. We only partner with clients, if and when, we’re confident the value we’ll deliver will far outweigh the cost of our services. Typically people on high incomes with money or assets outside of the family home to invest.
If you’re not there yet, that’s ok – there are other ways we can help. Our tools, articles and Director Josh Pennell’s book ‘What Parent’s Want’ can help you improve your financial position and begin creating the lifestyle you want.