At Prosperity Financial Planning we provide you with the information and advice needed to help you control your financial future.
A stepped process is used:
Our first meeting will revolve around getting to know you. We will gather and collate personal and financial information which will be instrumental in providing you with a personalised plan to meet your needs. We will also provide you with a Financial Services Guide detailing who we are, what we can do for you and other important information.
Integral to the planning process is the identification of your needs, and attainable goals and objectives, such as:
We will present you a plan with clearly identified recommendations relating to your goals and objectives. Where necessary we will prepare and include financial models to assist in the explanation of our recommendations.
We will also provide appropriate documents such as Product Disclosure Statements as required.
If you agree to proceed with our recommendations we will implement the plan as efficiently and as quickly as possible.
Ongoing services are a vital part of our relationship and can include:
Prosperity Financial Planning Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count Wealth Accountants® is a trading name of Count. Count is 85% owned by Count Limited ABN 111 26 990 832 (“Count Limited”) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.
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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.