Market Update

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

Legal Disclaimer | Privacy Policy | Financial Services Guide

You don't have to be great to start, but you have to start to be great.

Zig Ziglar

Coming together is a beginning; keeping together is progress; working together is success.

Henry Ford

You must be the change you want to see in the world.

Mahatma Gandhi

Where there is no vision, the people perish.

Proverbs 29:18

The only thing to do with good advice is to pass it on. It is never of any use to oneself.

Oscar Wilde