Welcome to Prosperity Financial Planning

Prosperity Financial Planning caters for clients in each of the three main life-stages of:

  • Accumulation
  • Pre-Retirement
  • Retirement

We work to develop and implementing strategies around:

  • Superannuation
  • Risk Insurance (both inside and outside superannuation)
  • Wealth Creation
  • Transition to Retirement
  • Retirement (including Pensions and Centrelink assistance)
  • Succession and Estate Planning

We utilise a wide range of financial products, and work towards developing a financial strategy that suits a client’s needs and objectives.

Prosperity Financial Planning Pty Ltd, trading as Prosperity Financial Planning (ABN 91 161 761 208), is a corporate authorised representative of Charter Financial Planning Ltd.

Prosperity Financial Planning is a preferred supplier (superannuation services) to the Jim’s Group and maintains a close association (through sponsorship) with the Parkdale Vultures Amateur Football Club.

Prosperity Financial Planning Pty Ltd T/A Prosperity Financial Planning ABN 91 161 761 208
Corporate Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street PO Box 2830 Melbourne Victoria 3001

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