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 (ABN 91 161 761 208) trading as Prosperity Financial Planning is an Authorised Representative of Affinia Financial Advisers Ltd ABN 13 085 335 397 Australian Financial Services Licence No. 237857
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.