Prosperity Financial Planning caters for clients in each of the three main life-stages of:
We work to develop and implementing strategies around:
- 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.