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 (ABN ABN 91 161 761 208) trading as Prosperity Financial Planning is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665

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General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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